For some business owners, a well-planned sale can serve as the capstone of a career-long journey and ensure their legacy lasts beyond retirement. Whether the goal is to pursue new ventures or maximize ...

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive ...

Founder transitions are pivotal moments in a company's evolution. Handled strategically, they can unlock new growth potential and secure a legacy that lasts generations.

Success planning matters because research on corporate lifecycles shows that organizations clinging to founder-centric ...

The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.

Wise Choice Planning, LLC specializes in crafting defensive asset protection strategies that confront life's financial uncertainties, transforming them into opportunities to empower individuals, ...

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As part of NJBIZ’s latest virtual panel, participants discussed how family businesses can survive and thrive across multiple generations. Earlier this month, Trump signed into effect sweeping tax and ...