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Showing 1 to 8 of 269 results for Succession

  • Business Succession Planning

    As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

  • Business Succession Planning

    As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

  • Business Succession Planning

    As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

  • The Show "Succession" Teaches Us About Succession

    While Succession is a highly dramatized depiction of the leadership transition process (in the numerous succession plans I have helped create, I have never personally witnessed a game of boar on the floor), it does provide some critically important lessons that business owners should internalize in crafting their own ownership and leadership transitions.

  • Family Business Succession Planning: Engaging the Next Generation

    Family business is the engine that fuels the U.S. economy, yielding major impact on job creation and economic growth. Yet many struggle with basic objectives such as communication, mission, shared values and succession.

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Five Events That Can Ruin a Succession Plan

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Succession Planning: It's All About Happiness

    As someone who spends so much time working with business owners on succession planning, I am always amazed at how many different and sometimes inconsistent descriptions are used by professionals to describe what succession planning is.