What Is a Succession Plan for a Family-Owned Business?
June 19, 2025
Planning for perpetuation long before it’s necessary is both desirable and recommended.
Does an Estate Plan Help with Taxes for Business Owners?
August 7, 2024
With the estate tax exemption sunset looming, the time to begin planning is now.
Why Communities Want Small Businesses to Have a Succession Plan in 2024
April 29, 2024
Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.
How Do You Plan a Business Succession?
January 31, 2024
Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships. However, it doesn’t have to be that way.
How Can I Successfully Transfer My Business to My Children?
September 14, 2023
Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success.