Engagement platform Risr Inc. launched a “Succession & Exit Planning” tool designed to help with adviser transitions of business ownership. Customers can create plans based on their exit goals, ideal ...

At the heart of the enhanced platform is the Succession & Exit Planning tool, a first-of-its-kind resource that helps advisors initiate and lead critical conversations about business transitions. It ...

As the “silver tsunami” peaks in 2025, a significant wave of New Jersey’s baby boomer business owners will reach retirement age, prompting critical succession planning decisions. Will their children ...

Originally published in Magnolia Tribune. The future success of your organization depends upon your ability to plan and implement a succession plan. Succession planning, first recognized by Henri ...

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

Rachel Quinn, Managing Partner at 3P Partners, looks at the importance of succession planning in the food and beverage ...

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 ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...