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• Successful Succession Part III of VI: How To Maximize The Impact Of Business Transition

  This is the third part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

• Successful Succession Part II of VI: How To Maximize The Impact Of Business Transition

  This is the second part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

• Successful Succession Part VI of VI: How To Maximize The Impact Of Business Transition

  This is the final part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

• Successful Succession Part V of VI: How To Maximize The Impact Of Business Transition

  This is the fifth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

• Successful Succession Part IV of VI: How To Maximize The Impact Of Business Transition

  This is the fourth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

• Successful Succession Part I of VI: How To Maximize The Impact Of Business Transition

  This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

• Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

  Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must engage in the pre-sale due diligence process well before your anticipated departure date.

• How ‘One Big Beautiful Bill’ Tax Code Changes Impact Succession Planning

  Joe Maier shares his insights in BizTimes on how the tax code changes in the "One Big Beautiful Bill" affect succession planning. Learn more here.

• Investing for Gen Z Women: Top Considerations for Success

  Understand the importance of taking control of your financial future through investing. In this article, we provide practical tips and insights to help overcome barriers, gain confidence and build wealth.

• Casting a Path to Prosperity: Successful Fishing and Financial Management Strategies

  Wealth management and lake fishing have more in common than you’d think. Explore the connections between the strategies employed by professional anglers and experienced financial advisors, and how these approaches can guide you towards a meaningful life.