Succession planning often lives in the “someday” category — until it suddenly becomes today. In this powerful session, Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her ...

Harmony Succession Partners delve into what every business owner should understand long before a buyer comes knocking ...

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 ...

If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for you. In the 93rd part of this series, Riju Mehta explains how various ...

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 ...

Goldman Sachs has made succession planning a core pillar of its North American ultra-high-net-worth (UHNW) strategy, treating ...

As part of NJBIZ’s latest virtual panel, participants discussed how family businesses can survive and thrive across multiple generations. Earlier this month, Trump signed into effect sweeping tax and ...

A farm’s succession plan is complex. And with ever-changing laws and family dynamics, it can be hard to make sure everything gets taken care of in the process. Kansas attorney Jim Angell recently ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

In an AI‑enabled, unpredictable world, succession planning cannot be a static grid completed once a year. It has to become an ...

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 ...