Not many business owners have a succession plan in place, but SBA data hints at a smart way forward.

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

Family offices struggle with philanthropic succession as next generation seeks impact-driven giving over traditional charity ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

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 ...

Few advisors have a formalized succession plan in place. But when advisors finally do commit to planning their exit, experts say the difference between a stalled exercise and a successful transition ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

1. Have a guardian nomination for minor children. “If you have kids under the age of 18, you better have a guardian nominated ...

Robert Moran tells fire chiefs that it's their responsibility to begin thinking about who will succeed them early in their ...