What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Succession planning is essential to ensure that your finances and legal affairs remain intact when life throws unexpected challenges your way. Events like death, disability, divorce, disagreement, or ...

Speakers at RIA Edge Nashville from Integrated Partners, Merit, Mercer and Stratos Wealth dug into the challenges and ...

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

For many family-owned businesses, the future is built on relationships, trust, and shared history. But when it comes to succession planning, even the most tightly knit families often delay the ...

Every advisor will exit their practice, either by design or by default. With the right plan, they can exit on their own terms, be fully compensated, and ensure clients are taken care of. Ray’s ...

Most mid-market owners do an incredible job building a profitable business, then accidentally “wing it” at the most valuable moment: the handover. Succession and exit planning is how you stay in ...

With equity markets strong and M&A activity accelerating, more advisory firm founders are turning to external succession solutions rather than internal handoffs. Hao Qin, Chief Strategy Officer and ...

Most business owners know they should plan their exit—but identity, fear of loss, and complexity quietly make it far harder ...

Do you have a succession plan for your agency? If you don't, you should. For starters, it will help with the transition when you decide retirement is the right option. But even more importantly, if ...