Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

Nearly three years ago, Lindsey Fortunato officially stepped into the role of President and CEO, and the firm began the next chapter of a story that had been building for along time. What might look ...

It might seem counterintuitive to think about selling a business while you’re focused on growing it, but that is precisely the time to begin succession planning, says Tony Ferraro, managing director ...

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

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

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 ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Elite advisors focus on enterprise value, talent pipelines, long-term vision, intentional growth and succession planning ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...