Every advisor eventually reached a point where succession planning shifted from a distant concept to an urgent, practical priority. After years of building a business shaped by personal standards and ...

The AmeriFlex Group® (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and innovative succession solutions, today announced the national rollout of ...

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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Two organizations are offering a free workshop to help small businesses with succession planning. The workshop will give an overview of succession planning; help business owners set goals for a ...

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of dedication.

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...