New Revenued Research Finds 59% of Potential Business Successors Assume a Succession Plan Exists, Only 35% of Owners Actually Have One

Revenued, a financial technology company serving small businesses, today released Who Takes the Keys? The State of Small ...
Inc

3 Succession Situations to Plan For

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...
Euro2day

Family Businesses: Only Three Out of Ten Have a Succession Plan

According to the Hellenic Statistical Authority (ELSTAT), thousands of businesses have no plan for the future. There is ...
Forbes

Business Succession Planning: An Integral Part Of Your Estate Plan

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...
Financial Planning

Planning for internal RIA succession? Experts say it takes a decade

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...