The challenge of succession planning isn’t new. But founders have more solutions at their fingertips than ever before.

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 ...

Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's ...

Current farm owners should evaluate their tax situation to learn the best steps to transfer to the next generation, but “this ...

Unlike traditional employees, business owners often have income tied directly to company performance, fluctuating cash flow, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Transitions can be messy. Change is hard enough on a personal level, and the idea of company change may feel overwhelming.

Deciding who will take over the farm is how we can ensure agricultural and rural businesses continue long after we’re gone.

Even modest estates can trigger significant inheritance tax liabilities – but the earlier you plan, the more options you have ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

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 ...