A good exit plan should create clarity quickly, then convert that clarity into actions that increase options and value.

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...

You may be nearing a moment when the conversation shifts from running the business to securing its future. The choice is simple but decisive. The timing has never been more important. The challenge, ...

"Our survey of 300 family business executives reveals a striking gap between intent and action: While 85% agree succession planning is critical to long-term success, only 57% have a CEO succession ...

Financial advisors work countless hours helping clients plan their financial futures. But, unfortunately, too many advisors need help planning their financial futures. Today, only about 18 percent of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. You’ve put the proverbial blood, sweat and tears into ...

As part of NJBIZ’s latest virtual panel, participants discussed how family businesses can survive and thrive across multiple generations. Earlier this month, Trump signed into effect sweeping tax and ...

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 ...