Content Tagged Succession Planning

Business Continuity & Succession Planning

How Should I Transition My Business?

Deciding which exit strategy option you select depends on your business and personal objectives.
2 min read
Business Continuity & Succession Planning

Who Should Benefit from the Wealth I Have Built in My Business?

Prioritizing your needs and goals, along with beneficiaries such as family, employees, and charities goes more smoothly when planned well - and early.
2 min read
Business Continuity & Succession Planning

When Should I Transition My Business?

In short, it's about more than setting a date. These four factors can help you know if it's the right time to step aside.
2 min read
Business Continuity & Succession Planning

Selling Your Business in an Unpredictable Market

While you can’t control the ups and downs of the stock market, you can still take charge of your future.
3 min read
Business Continuity & Succession Planning

Planning for the Transition of Your Business

A fully developed exit plan can help you reap the rewards of all the hard work you put into your business —and provide numerous benefits well in advance of a transition.
8 min read
Business Continuity & Succession Planning

Transferring the Seven Principles of a Successful Family Business

Having sold the family business, is your family prepared to pursue a new mission? Have you determined what that mission will be?
8 min read
Business Continuity & Succession Planning

Key Components & Considerations of Buy-Sell Agreements

Business owners can use buy-sell agreements to control the eventual transfer of their ownership interests, avoid conflict and protect families.
4 min read
Business Continuity & Succession Planning

Lowering the Hurdles to a Successful Family Business Transfer

Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.
8 min read