What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of dedication.

Succession planning is a proactive strategy businesses use to identify and develop internal talent to fill critical roles within the organization as they become vacant due to retirement, promotion, ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...

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 ...

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: ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. Processing Content On the one hand, the ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

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 ...