Without a succession plant and written guarantees, Ohio farmer begins his own cattle operation to “have our name on something ...

In this blog post, Field Editor Kylene Scott questions her accounting techniques and prep for year end tax meetings, as well ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

The AmeriFlex Group has secured a strategic minority investment from Cambridge Investment Research, Inc., strengthening a ...

Cognitive decline poses unique risks to family businesses. Learn essential planning strategies beyond wills to protect ...

A well-crafted plan is only half the job. If your family doesn’t grasp your intentions or the plan is poorly implemented, ...

Organizations are more prepared today in planning for the future and designing roles and organizational structures to meet the demands of unpredictability. Succession planning — along with mentorship ...

While the exact statistics vary across different studies and surveys, the general consensus is that a significant portion of businesses lack a comprehensive succession plan. According to a survey ...

While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their ...

We’re all familiar with the proverb, “The cobbler’s children have no shoes.” For many financial advisers, though, it’s not their children who lack proper planning, but the advisers themselves. A 2018 ...