As COVID fades, we are left with many important lessons. Among them, the need to recognize the importance of having a professional succession plan (professional will) in place in the event an attorney ...

One of the benefits of being a financial advisor is the potential to own your business and run it how you see fit. Then, when you’re ready to move on, you can leverage the opportunity to pass the ...

Have you considered what needs to be done with your business when you are doing your estate planning? If you own a business, it is important to have a management succession plan and also have a ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

I don’t know of anyone who works harder or longer hours than a small-business owner. From landing and servicing clients to making payroll, there’s seemingly always one more thing to do before leaving ...

Between focusing on growing your business to making decisions that benefit your customers, you may be hard pressed to find time to think about retirement. However, two of the most important plans a ...

Berks Family Business Alliance hosted experts from Cherry Bekaert and Kozloff Stoudt to discuss succession planning, legal ...

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...

When businesses plan to mentor rather than simply replace, they can set the building blocks for better long-term success—for the companies and for the people who lead them. The Fast Company Executive ...

The Tuesday afternoon session of this year’s NBAA-BACE includes a topic that has become critical in light of today’s dire shortage of high-quality pilots and mechanics interested in business aviation ...