In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about ...

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

Attorney Chace Campbell aspires to help clients live a more carefree life – by partnering with them to plan for life’s surprises, inevitabilities, and most importantly, their survivors.

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

Garrett Taylor of Coastline Wealth Management explains why exit strategies fail when advisors focus only on valuations and ...

What helps with succession planning is involving children early in the business. At St James Town Steak and Chops, a butchers ...

Amid rapid AI advances and business transformation, CFOs must spend sufficient time considering leadership pipelines, AI ...

Family and private business leaders aren't sure the next generation is ready to take over, so they aren't sharing their ...

An Employee Ownership Trust holds a portion of ownership of a company for the benefit of a defined purpose, not an individual ...

Emotional ties, identity, and unspoken family dynamics often outweigh paperwork in determining whether a farm succession transition succeeds.

Intentional succession planning prepares an organization for the next leaders at all levels — and in all departments — of an organization. This is particularly important in higher education ...