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Keyword: Succession planning

105 results found
hands passing the baton, business and sports, business succession

Don’t leave your dependents in the lurch

What happens to the business?

You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan

hands passing the baton, business succession theme

While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned

hands passing the baton, business and sports, business succession

Clarity from firms on available options may be the key to change

hands passing the baton, business succession theme

Report says the majority of family business transfers fail

  • By: IE Staff
  • April 9, 2019 July 23, 2019
  • 14:04
middle-aged man celebrating birthday with friends

Few owners have a formal written succession plan

businessman analyzing investment charts with laptop

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain

senior golfers, three mixed couples

Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations

smiling middle aged man in office

After decades of helping clients plan for retirement, do you have a plan of your own?

mature businessman thinking at desk in office

The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice