Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to ...

Stepping aside as a senior leader can so easily be misunderstood. To some, it looks like giving up. To others, it feels like ...

Building trust between the CEO and board, inflation rises and consumer sentiment drops, new guidance on H1-B visa fee.

Succession must be planned not only to preserve wealth but, more importantly, to preserve the values, principles, and culture ...

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

New research based on a survey of board directors, as well as in-depth interviews with directors, investors, and executive ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

For restaurant owners, business succession planning is crucial to ensuring a smooth transition of ownership while protecting the legacy of ...

You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan for what’s next? Whether you’re thinking about retirement, planning for ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...