Unlike traditional employees, business owners often have income tied directly to company performance, fluctuating cash flow, ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you’re ready to move on? A comprehensive succession plan can help answer ...

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

Expanded services include M&A plans, valuations, CIMs, and succession planning to help owners prepare for transactions and communicate value to buyers Preparing a business for a transaction requires ...

Succession planning is shifting from a background consideration to a central strategic issue for Australian insurance broking ...