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 ...

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

Deciding who will take over the farm is how we can ensure agricultural and rural businesses continue long after we’re gone.

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

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

Transitions can be messy. Change is hard enough on a personal level, and the idea of company change may feel overwhelming.

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 ...

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 ...

Even modest estates can trigger significant inheritance tax liabilities – but the earlier you plan, the more options you have ...

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 ...

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 ...