Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

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

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 ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

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 ...

In an AI‑enabled, unpredictable world, succession planning cannot be a static grid completed once a year. It has to become an ongoing, collaborative practice that anticipates future capability, prizes ...

NEW YORK--(BUSINESS WIRE)--Private business owners are placing renewed focus on passing down their wealth and businesses. However, new research from Brown Brothers Harriman (BBH) reveals that many ...

“From a legal standpoint, a strong succession plan involves more than just identifying successors, it requires formal documentation to assist in making enforceable and efficient transitions that align ...

Succession planning can no longer be a yearly, box‑ticking ritual. In a landscape defined by hypergrowth, AI and relentless change, it has to become a dynamic, future‑oriented discipline woven into ...

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 ...