The managing partner of Klingman & Associates discusses how RIAs should go about the process and explains why younger ...

Four out of five advisers haven’t made a transition plan for their clients and businesses after they retire, survey finds ...

On this episode of Ask the Retirement Expert, ThinkAdvisor Senior Reporter John Manganaro speaks with Taylor about the Carson ...

An NJBIZ panel explored succession planning, tax reform impacts and long-term strategies to help family businesses thrive across generations.

In an earlier article I discussed how most companies go about the business of succession planning at the top all wrong. Here I describe how to do it right. It's mainly a matter of developing a ...

The financial decision-making table, that is. While the role of women in family financial decision-making, governance and ...

But succession planning doesn’t have to be filled with drama. Instead, it can be a logical, methodical, and relatively painless process for those choosing successors, ...

More than one-third of small business owners plan to sell in the next year, as inflation concerns and tariff pressures ...

Succession planning is a long journey that should be carried on during all phases of the business life cycle, and the plan should evolve as the business evolves.

Harvard Bioscience (HBIO) announced a CEO succession plan under which John Duke will assume the role of president & CEO following the planned retirement of Jim Green, effective July 28, 2025.

As baby boomer owners retire, New Jersey faces a wave of small business succession challenges with major economic and legacy ...