The ‘Silver Tsunami’ will see 2.3–3million U.S. baby boomer-owned SMBs change hands over the next decade as retirements ...

This article highlights five practical considerations designed to support your efforts to interpret the OB3’s impact and help ...

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...

And yet, there I was, a young business owner in a snowy parking lot on Christmas Eve.

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Preparing for the future, especially from a financial standpoint, is crucial for all businesses. Companies need to forecast their revenue and expenses to ensure they remain profitable. Budget planning ...

The Mortgage Bankers Association has released its forecast for next year which includes a whopping 25% increase in originations. As a manager, you are expected to set up a plan for this growth with ...

If you’re in the beginning stages of launching your small business or a just few years into ownership, you might not be thinking about exit plans. Preparing for an ownership transition, however, is a ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Learn how to write an executive summary. This guide shows you why to write it last, tailor it to your audience, include ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...