When it comes to legacy planning — part of which includes preparing your agency for a smooth ownership transition, whether you’re retiring or facing a personal emergency — the sooner you craft a ...

Clarify their personal and financial goals Understand their exit options (sale, merger, internal transition) Strengthen business fundamentals and independence Prepare professional materials and engage ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Chase surveyed small-business ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

For many business owners, the company they have built represents years, sometimes decades, of hard work, sacrifice, and ...

Shane Martin: ‘A well-planned succession strategy can maximise value and minimise disruption’ ...

Financial advisors often spend years preparing for succession, meticulously modeling valuations, deal terms and client handoffs. These operational elements are usually stress-tested long before a ...

Every advisor will exit their practice, either by design or by default. With the right plan, they can exit on their own terms, be fully compensated, and ensure clients are taken care of. Ray’s ...

If owners lack a succession plan or a clear exit strategy, they may decide to shut down the business. That doesn't have to be ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Baby Boomers own half of all private businesses in ...

Family-owned businesses can strengthen long-term sustainability, preserve wealth across generations and expand their contribution to economic growth through stronger governance frameworks and ...