Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

CEOs always have a difficult job, but in today’s times of economic uncertainty, tough competition, increasing investor scrutiny to hit performance targets, relentless media cycles and disruption from ...

In 2025, succession planning for business owners has never been more important. A powerful demographic shift is underway: Over 4.2 million Americans will turn 65 this year, and more than half of ...

When ultra-high-net-worth collectors plan on transferring their wealth, professional advisors often focus on investments, real estate or business holdings. Yet, for many collectors, the most ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

In this Crain’s Quick Take, Matt Fedor, a business and estate planning attorney at Foster Swift, shares why business owners should think about succession and estate planning from the moment they open ...

Putting effort into succession planning pays off in more ways than just building a bench of future CISOs. Myers points out that when internal talent is developed to be strong technically as well as ...