Experts share top business succession planning mistakes, overlooked tax impacts, and why early, strategic preparation is key ...

If you need a place to start, download and complete a succession planning template for your family business.

Key planning tips gleaned from Conway Center programs include: This downloadable template for Family Business Succession Planning can provide a first look at starting your own planning process.

Experts say early planning, backup strategies and the right team are key to avoiding costly business succession planning mistakes.

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing ...

If you want to be on the positive side of those numbers, you need to start planning the succession almost as soon as you start or acquire the business. The process requires transparency and ...

Succession planning in the context of family owned or controlled businesses generally has two overarching concerns; first, who will manage the business, and second, how will ownership and control ...