Preparing for retirement involves more than just financial planning, it’s about envisioning a fulfilling next chapter.

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 ...

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 ...

By Ashley Folkes. For many business owners, transition planning may seem like a distant concern, but creating a structured plan early is one of the most valuable decisions you can make.

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 ...

By Nick Sadowsky, Senior Vice President–Wealth Management Constellation Wealth Management, Private Wealth Management 8 Steps for a Business Transition: As a business owner, you’ve worked hard ...

--TerrAscend Corp., a leading North American cannabis company, today announced that Keith Stauffer, Chief Financial Officer, will be departing the Company on July 18, 2025, to pursue a career ...

Tiptree Inc. (NASDAQ:TIPT) (“Tiptree” or the “Company”), today announced that Sandra Bell will be retiring as Chief Financial Officer of Tiptree, effe Tiptree Announces Plan for CFO Transition ...

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 ...

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.

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 ...