Top 3 Ingredients to Successful Succession Planning

are you ready text on wooden sign outdoors

Baby boomers own over 2 million businesses employing more than 25 million people in the United States. Many will be retiring or selling their businesses in the next few years and for some of these business owners the transaction will be a success. These owners will receive the value from their company to provide them…

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Succession Planning—It’s Not Just for Presidents

Presidential Inauguration: Newly Elected President Taking the Oath of Office, Symbolizing the Start of a New Administration

When President Joe Biden announced he was stepping down from running for re-election in the 2024 presidential campaign, a warning bell should have rung in the head of every small business owner. Although he soon announced his support for his vice president, Kamala Harris, to succeed him as nominee, her replacement was not guaranteed according…

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Brand Protection for Companies Considering Succession

Positive senior couple consulting with agent.

There comes a time.  Maybe you’ve simply grown tired of the grind.  Or possibly you realize your company may never be worth more than it is now.  Regardless, you’ve decided to consider selling your business. There are many professionals who can assist businesses that want to be acquired.  I typically hear them say that it…

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Why Many Owners Don’t Want Their Kids to Inherit the Company

a carpenter showing their child an aspect of their business

Being a business owner is considered an “American Dream” by many, yet when it comes to succession planning, a recent survey reveals that not everyone feels the same way about passing the torch onto their children. Many owners don’t want their kids to inherit the family business. The survey was conducted by Versta Research on…

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Power of Attorney Can Help Secure Your Financial Future

power of attorney document

Securing your financial future, whether during a period of ill health or at the end of your life, is absolutely essential. There are many ways that you can do so, and one such way is by implementing a durable power of attorney. A durable POA is a financial document used to secure your financial assets…

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Have You Given Enough Thought to Succession Planning?

If you run a business, then you’ve spent years – likely decades – carefully nurturing it through the many trials and tribulations that come with modern business. It is, quite literally, your life’s work, so naturally as you start to look towards retirement the question of what happens to the business once you’re travelling the…

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7 Ways to Create a Successful Family Succession Plan

When you run a family business, you may dream that one day your children will take over and run the company. However, nearly half of business owners over the age of 65 don’t have a transition plan in place, which could jeopardize plans to pass the business down to future generations. Lack of a formal…

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Ask These 5 Questions Before Selling Your Business

Ask any business owner or entrepreneur and they will tell you that the decision to sell a business is never an easy one. Every commercial enterprise is different and some can be intensely personal, long-term achievements, which can make the sale a deeply emotional and often stressful experience. It may not surprise you to hear…

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