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 ...

Current farm owners should evaluate their tax situation to learn the best steps to transfer to the next generation, but “this is the best time ever to transfer because of the estate tax at the federal ...

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

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

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

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 ...

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

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 ...

Fear is rarely acknowledged in leadership conversations, but in my experience, it is one of the biggest barriers to building successors.

While many CNOs are focused on the present, they need to look to the future and consider what will happen once they move on. Succession planning is essential for CNOs who want to ensure the ...

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 ...