Traditional Business Planning. A traditional business plan covers a wide range of topics necessary for a company to obtain financing, make future projections and effectively market to customers.

Planning is needed to grow or start a business. The main source of planning for a company is the business plan. A business plan definition is a document that details the strategy of business ...

For many owners, their business is more than a company—it’s a legacy. Ensuring that legacy endures requires more than ...

For some business owners, a well-planned sale can serve as the capstone of a career-long journey and ensure their legacy lasts beyond retirement. Whether the goal is to pursue new ventures or maximize ...

Learn the basics of creating a financial plan for small business owners.

Business planning in the modern sense has a fairly long history. Henry Mintzberg, in The Rise and Fall of Strategic Planning, pointed out that business planning with modern characteristics (10 ...

Only about ⅓ of family businesses have a formalized succession plan, one of the most important tools to ensure successful transition.

Two-thirds of surveyed business owners lack a documented plan for selling or transitioning their business. Here's why you need a business exit plan, explained.

Gen-Xers need to prioritize the long-term equity value of their businesses. Running your business and planning your future ...

Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal and operational issues.

Goldman Sachs survey reveals 68% of small businesses use AI to enhance workforce rather than replace jobs, contrasting with ...

Monterey County's number one economic driver is agriculture, but tourism is a strong second and is the top economic generator ...