For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

Succession planning isn’t just about retirement. It’s a comprehensive strategy for transferring ownership, leadership, and ...

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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

Succession planning is a proactive strategy businesses use to identify and develop internal talent to fill critical roles within the organization as they become vacant due to retirement, promotion, ...

A good exit plan should create clarity quickly, then convert that clarity into actions that increase options and value.

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...