Succession planning is a critical process for a business owner that can ensure the long-term sustainability and success of a company. Here are just a few of the benefits that can be gained from a well ...

Planning for the future of a retirement plan or wealth advisory isn’t just about the years ahead—it can help drive success in the present. Late last year, the Financial Regulatory Authority came out ...

Despite their reputation, traditional defined-benefit (pension) plans can be a valuable tool for small-business succession planning. Defined-benefit pension plans are often associated with unions and ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Succession planning is often lacking in small and mid-size ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Developing an exit strategy is an important task for business owners, especially as they ...

BROADVIEW, Ill. — Owners of HVAC companies excel in project planning and execution — but when it comes to building a succession plan, many struggle. To help address this important topic and ensure a ...

One of the benefits of being a financial advisor is the potential to own your business and run it how you see fit. Then, when you’re ready to move on, you can leverage the opportunity to pass the ...

Industry experts say MSOs, or management service organizations, can serve as a way for senior attorneys to retain equity even ...

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 ...

Steps taken to reinforce Dubai’s position as the region’s premier destination for family wealth, next-generation leadership ...