The AmeriFlex Group® (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and innovative succession solutions, today announced that Cambridge Investment Research, ...

The AmeriFlex Group has secured a strategic minority investment from Cambridge Investment Research, Inc., strengthening a ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

Family-owned businesses are often built on decades of dedication, ingenuity and strong values. Passing the reins to the next generation can be one of the most difficult challenges they face. A ...

Succession planning is one of the most critical yet often overlooked aspects of owning and operating an automotive dealership. It’s not just about preparing for the future; it’s about ensuring success ...

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 ...

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

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