You may be nearing a moment when the conversation shifts from running the business to securing its future. The choice is simple but decisive. The timing has never been more important. The challenge, ...

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 ...

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ...

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 ...

ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...

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 ...

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

Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business transition planning and leadership succession ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you’re ready to move on? A comprehensive succession plan can help answer ...

Learn why the traditional “wait until I’m dead” plan leaves too much to chance in securing your farm’s future.

If you ever find yourself suddenly unable to run your business, a succession plan will help ensure that your clients and ...