Business Continuity & Succession Planning
Prepare your business for what’s next. Put plans in place now to save time and effort later
What are you interested in?
Editor's Picks

Business Succession Planning: Estate Equalization through Life Insurance

Business Succession Checklist: Plan Your Philanthropic Future
Trending Now
Thinking About Business Succession Planning? Begin at the End
Creating a comprehensive and dynamic financial plan is critical to security in retirement
Business Succession Planning is a Vital Step in Your Retirement Plan
Make business succession planning a priority to help achieve family wealth, philanthropic giving and personal retirement goals.
If You’re Happy and You Know It: How to Not Regret Selling Your Business
Planning for what comes after the sale of your business is important to ensure you don't regret your decision.
Business Transition Planning: Designing an Exit Plan
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.
10 Things People Forget to Do After Divorce
During the time around the settlement of a divorce, many tasks necessary to complete the process are overlooked. Here is a list to help remember what needs done.
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.