Deciding who will take over the farm is how we can ensure agricultural and rural businesses continue long after we’re gone.

While seemingly straightforward, succession planning for business owners can take several different forms, each with its own set of pros and cons. You need to understand your options when you ...

If you ever find yourself suddenly unable to run your business, a succession plan will help ensure that your clients and ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

The Succession Alliance has formed its board comprising senior financial advice specialists from 7IM, MKC Wealth and Quilter.

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 ...