The start of the year is often a time for reflection and deep thought. For some small business owners, it might even be to decide if they want to continue with their current venture. They might want ...

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader ...

Family-owned businesses are often built on decades of dedication, ingenuity and strong values. Passing the reins to the next generation can be one of the most difficult challenges they face. A ...

Succession planning is one of the most critical yet often overlooked aspects of owning and operating an automotive dealership. It’s not just about preparing for the future; it’s about ensuring success ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- The AmeriFlex Group ® (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and innovative succession solutions, today ...

Succession planning often lives in the “someday” category — until it suddenly becomes today. In this powerful session, Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her ...

Pierce Corporate Finance is pleased to announce the successful completion of a Management Buyout (MBO) at Leigh-based Plus Opto Limited, achieving an important milestone in the company’s succession ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...