To ensure a smooth transition, the focus must be on building a valuable business that is attractive for sale and keeping all options open, said three succession experts during a Financial Planning ...

By having a well-documented and communicated transition plan, you can minimize uncertainties and maintain business continuity during the leadership change. 3. Address financial and legal ...

Guidance to help companies report their net-zero transition plans more completely and consistently was released Thursday by the Glasgow Financial Alliance for Net Zero. GFANZ is a practitioner-led ...

I’ve been writing and researching articles on finance and money for most of my career, and covering retirement for the past 15 years. But my wife and I haven’t picked a stock or mutual fund ...

Q: When is the best time to create a transition plan? Juhant: It’s never too early to plan for an exit. Planning ahead positions the business owner for the best results.

The Exit Planning Institute found that though most owners sought transition advice in 2023, nearly 80% of owners do not have a formal transition team in place. You don’t need to undertake this ...

Succession planning is crucial to ensure that your business continues to thrive long after you've passed the torch. A well-structured succession plan can provide stability, preserve the value you ...