Mr. Morrow advises small business owners to start the process early: three to five years or more – and that’s in the case of ...

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 ...

Fortunately, there are many options available today than there were 10 or 20 years ago. Today you have the choice to sell ...

SP: One distinguishing feature affecting Canadian law firm succession planning is the regulatory restriction on alternative business structures, or ABS, which precludes ownership by non-lawyers. As a ...

A streamlined sanity check that highlights the key areas every business owner should assess. If any of these points raise ...

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

Estate planning looks a little different for Generation X and Millennials than it did for the Baby Boomer generation.

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 ...

The tendency to fixate on financial structures rather than leadership preparation stems partly from the discomfort of ...

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 ...

News Corp. has defeated a shareholder proposal to adopt a recapitalization plan that would eliminate News Corp’s dual-class ...

and I didn’t feel ready to take on such a large business,” Christiane says. “It was definitely a difficult decision for my parents to sell the winery.” Succession planning has never been ...