A few weeks ago, I outlined the importance of making an exit plan—strategically mapping out a path to eventually leaving your business. There are many ways to exit a design firm, but one of the most ...

SYRACUSE, NY - Central New York business owners seeking to protect company continuity and avoid probate delays can use ...

USDA estimates that 70% of farmland will change hands in the next 20 years. Many families do not have a next generation skilled in or willing to continue farming. If a family has not adequately ...

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 ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

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 ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...

A succession plan is an outcome of a systematic process where key positions are reviewed for potential short- and long-term succession issues. The purpose is to enable business performance by ...

Families planning the transfer of farms to the next generation of operators seek information and resources. Purdue Extension’s Succession Planning Resource is designed to help Indiana farm families ...