Tag: succession planning
Nov 10, 2025
Over my years as a financial advisor, I have helped many clients work through the financial and emotional aspects of major life transitions. Now, in welcoming two new partners to the firm I started as a sole owner 40-plus years ago, I am working hard to take my own...
Jul 14, 2014
Successful Succession Planning Starts EarlyWatch this video on YouTube Building a successful small business is somewhat like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep. You foster it through...
Jul 2, 2014
If you own a small business, you may want to check out a recent CNBC piece on succession planning. Rick, one of the advisors quoted in the article, says business owners “should consider having a succession plan if monetizing their investment and the continuation...
