Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous: transferability.

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you work for someone else, leaving a company can be as ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Intentional succession planning prepares an organization for the next leaders at all levels — and in all departments — of an organization. This is particularly important in higher education ...