If you want to be on the positive side of those numbers, you need to start planning the succession almost as soon as you ...
(See “Supreme Court adds to business valuations” below). Don’t just present your succession plan to family members and ...
CL: Are there differences in succession planning processes depending on the size ... we liberate the firm’s future fee revenue and bank credit for more productive business investments — for example, ...
Figuring out what to do with a small business when an owner is ready to retire can be difficult, but it’s best to have a plan ...
Preparing to step away from a family business wit ...
Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...
Over two thirds (69%) of family business owners do not have a succession plan detailing what will happen to the business and ...
The most common options for exiting a business include creating a succession plan for a family member or someone already involved in the business; selling the business to an outsider; or simply ...