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 ...

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 ...

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 ...

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 ...

When you work for someone else, leaving a company can be as simple as giving your notice or announcing your retirement. But when you own a business, leaving is a little more complex. You need a plan, ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

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 ...

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

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing for ...

Managers and human capital practitioners often have different ideas of how to plan for the next generation of technology leaders, study shows. A newly released white paper reveals federal human ...