As baby boomer owners retire, New Jersey faces a wave of small business succession challenges with major economic and legacy ...

Without a succession plan, Lehigh Valley businesses risk fading. Explore strategies that preserve company culture, protect ...

Business leaders turn to Plunkett Cooney of Counsel Karen Collingsworth-Crusse for estate planning services and to design ...

Right People, Right Seats: A Non-Family Succession Plan Builds A Future-Proofed Business On a high-tech Georgia dairy farm leading 170 employees, you’ll find a farmer with no dairy in his DNA ...

A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three ...

The financial decision-making table, that is. While the role of women in family financial decision-making, governance and ...

For decades, succession in India was built on trust, spoken assurances, and unspoken assumptions. That's now changing at long last.

Mumbai: India is on the cusp of an unprecedented intergenerational wealth transfer, with an estimated USD 1.5 trillion expected to change hands over the next decade, a report released by EY–Julius ...

At AWS ExecLeaders Summit 2025, three women leaders unpacked how exclusion shaped their leadership and why inclusion has to ...

A few decades ago, succession planning was seen as a simple task among financial advisors in Canada, Nevin Chernick recalls. A retiring advisor would find a successor to purchase their practice, ...

During more than two decades in financial services, including the past three months, spent as CEO of Simplybiz, I’ve had the ...

A recent survey of 317 family office clients at UBS Group AG found almost half of them still don’t have a succession plan in place, often as the firms’ beneficial owners don’t regard it as a ...