Most entrepreneurs focus on building their business, not planning their exit. However, early exit planning is critical to ...

As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

The ‘Silver Tsunami’ will see 2.3–3million U.S. baby boomer-owned SMBs change hands over the next decade as retirements reshape the small business landscape.” ...

A successful sale process typically spans six to 12 months and represents a significant investment of time for owners and management. Given this commitment, proper planning should include early ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

Tina Hohman, executive vice president at Alera Group Wealth Services in Deerfield, Ill., recalls an industry conference where she heard that more than 60% of advisory practices have no succession plan ...

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are looking deeper than ever into what ...