Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and ...

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 ...

“How in the world do I sell my business?” Having heard this question asked numerous times and numerous ways, by business owners and professionals, my short answer is that we need to develop a plan.

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 ...

While the exact statistics vary across different studies and surveys, the general consensus is that a significant portion of businesses lack a comprehensive succession plan. According to a survey ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

Setting out this useful overview for financial advisers, Giorgio Pizzetti, Associate at Hunters Law LLP, uses his legal expertise to update us on how Labour’s ...

Kevin Kingston, CLU, is managing director and financial adviser at Savant Wealth Management; savantwealth.com ...