While many CNOs are focused on the present, they need to look to the future and consider what will happen once they move on.

Whether you’re leading a $10M firm or a 200-person partnership, the question isn’t if succession will happen. It’s how ...

With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

When a senior leader leaves suddenly, companies often scramble to replace them—despite having a “succession plan.” Why? Because most planning is reactive, unclear, and overly broad. To ensure real ...

That kind of seamless transition is still rare in retirement plan advising, White says, especially among small, founder-led ...

You’ve put the proverbial blood, sweat and tears into building your business. You’ve navigated its challenges and celebrated its growth. You may ...

The Best Time to Start Your Retirement Plan What’s the long-term difference between starting a retirement plan at age 20 versus 40? Farm CPA Paul Neiffer crunches the numbers.

There’s a serious lack of communication between generations, and procrastination and conflict avoidance are killing agriculture, says Elaine Froese, a farm family transition expert.