Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Demand for succession planning services is booming, thanks to aging baby-boomer business owners preparing for retirement. As a result, financial consulting firm The McKelvey Group (TMG), based in ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

The same principles that build and strengthen a business in the present increase the odds of a profitable exit. That’s why business succession planning is a continuous process; not something to begin ...

Have you considered what needs to be done with your business when you are doing your estate planning? If you own a business, it is important to have a management succession plan and also have a ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you're ready to move on? A comprehensive succession plan can help answer ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

Although financial advisers think that succession planning is important, many also believe that they aren't getting enough help preparing for that transition, according to a new survey conducted by ...