Engagement platform Risr Inc. launched a “Succession & Exit Planning” tool designed to help with adviser transitions of business ownership. Customers can create plans based on their exit goals, ideal ...

The Ontario government is investing nearly $2 million to help small business owners plan for ownership transitions, launching ...

Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

At the heart of the enhanced platform is the Succession & Exit Planning tool, a first-of-its-kind resource that helps advisors initiate and lead critical conversations about business transitions. It ...

Kingston Economic Development Corporation has announced the official launch of Succession Ontario, a new provincial program designed to support small business owners with succession planning and ...

Strategic farm succession conversations help preserve generational wealth through proper planning and family communication.

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...

As the “silver tsunami” peaks in 2025, a significant wave of New Jersey’s baby boomer business owners will reach retirement age, prompting critical succession planning decisions. Will their children ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

Nebraska farm and ranch families are invited to attend a free educational workshop focused on succession and estate planning.