Founded in 1985 as Cornerstone Broker Insurance Services Agency, Inc., the firm is a brokerage general agency (BGA) providing wholesale health insurance purchasing and general agency services to ...

Transition is inevitable; planning for it is essential. Whether you’re considering succession, selling, or passing your business to the next generation, having a well-crafted exit strategy can ...

In all three cases—business, art, and real estate—the owner retains control and enjoys tax benefits. Succession planning is a multifaceted challenge requiring careful consideration of various ...

Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...

Planning your sowing and planting means no wasted space in the garden and the best possible yields. To help give you a clearer understanding of succession planting, we look at the benefits of ...

Succession planning is crucial to ensure that your ... course are rewarded for their patience and discipline, enjoying the benefits of compounding returns over time. Does a Farm Need a Different ...

Whatever stratagems are playing out behind the scenes, Prime Minister Dr Keith Rowley has started a useful discussion on succession planning for political parties. In an interview last Tuesday ...

For family business owners, EOTs can be an attractive option, preserving the company’s legacy for future generations ...

Succession planning in a nutshell The primary goal of succession planning ... This begins with your will and any trusts ...

While the idea of philanthropic succession planning may seem daunting, it can be much simpler than you might expect. Many philanthropic leaders hesitate, fearing a complex and time-consuming process.

with your overall succession planning and examination of the costs and benefits. Succession planning takes time Consider all your options and get an idea of what every family member and other ...

Marcy Klipfel is the Chief Engagement Officer at Businessolver, a leading benefits administration technology platform. There, she oversees recruiting, training, compensation, benefits, succession ...