In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about ...

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over ...

If you're an entrepreneur, running a successful company will likely be among your most cherished achievements. You have built ...

Understand the importance of succession planning in finance. Learn how proactive strategies can ensure long-term success.

Participants in “Design Your Succession Plan” workshops will learn how to start and sustain discussions with family members ...

When developing a detailed annual plan, the biggest pitfall to avoid is not having a defined process. There are a lot of ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

Strategic planning done right aligns your service offerings, facilities and operational goals with the current and future needs of the older adults you serve.

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

“If you haven’t already, make a New Year’s resolution that you won’t go far into 2024 without an organized plan to achieve your goals this year.” The winter season is known for a lot of things, but ...