When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

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 ...

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

Fans of the fictional HBO drama "Succession" have likely watched the relentless struggles between company founder Logan Roy and his children, who want control of the family's global media and ...

Fewer than one in four private companies report having a succession plan in place (1). It’s understandable. You are so focused on the day-to-day operations and immediate challenges of running your ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

We often associate succession planning with corporations: Shareholder meetings, leadership grooming, and boardroom readiness. But behind every home’s front door is another kind of enterprise—one that ...

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 ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

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 ...