The risk surfaces later, after a death or during a leadership transition, when the business is already under pressure. By ...

Less than a third of those posts are likely to be filled by relatives of the outgoing CEO.

Prairie Family Business Association to Host Free Succession Planning WebinarMarch 12, 2026Sioux Falls, S.D. — Family business succession is rarely simple. It requires thoughtful planning to maintain ...

In my opinion, one of the biggest issues preventing families from making a succession plan is parents being afraid their children will somehow feel they love them less. They fear their kids will be ...

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 ...

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and ...

Not many business owners have a succession plan in place, but SBA data hints at a smart way forward.

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

While Sunil Bharti Mittal guides for higher free cash flows and a progressive dividend, analysts warn of a ‘conglomerate ...