Business Continuity & Succession Planning
Prepare your business for what’s next. Put plans in place now to save time and effort later
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Business Succession Planning: Estate Equalization through Life Insurance
Business Succession Checklist: Plan Your Philanthropic Future
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Business Succession Planning is a Vital Step in Your Retirement Plan
Make business succession planning a priority to help achieve family wealth, philanthropic giving and personal retirement goals.
Women Are Ready for the Great Wealth Transfer
Wealth, businesses and investment portfolios are shifting into women's hands at a record pace.
If You’re Happy and You Know It: How to Not Regret Selling Your Business
Planning for what comes after the sale of your business is important to ensure you don't regret your decision.
Business Transition Planning: Designing an Exit Plan
A fully developed exit plan can help you reap the rewards of all the hard work you put into your business and provide numerous benefits well in advance of a transition.
10 Things People Forget to Do After Divorce
During the time around the settlement of a divorce, many tasks necessary to complete the process are overlooked. Here is a list to help remember what needs done.
Lowering the Hurdles to a Successful Family Business Transfer
Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.