Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when ...

If you could take steps today to secure your business’s future, preserve its value, and reduce long-term stress for yourself and your loved ones, would you? Business succession planning is one of the ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should ...

Why The Status Quo Doesn’t Work For Women It’s no secret that succession planning is a weak spot across the advisory industry. Studies show that nearly 80% of wealth transfers fail, and advisory firms ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

Even though you may be focused on growing your practice, you'll eventually need to think about how you want to handle your ...

With proactive planning, we can help ensure the future of independent financial advice remains strong for generations to come.

When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re ...

Press release Set your family up for success during Montana Farmers Union's Family Farm Succession Planning Institute – free to MFU member families or $50 for non-member families – to be held from 8 a ...

Many small business owners (SBOs) have spent decades building something remarkable — a company shaped by their fingerprints on every decision, their values in every interaction and years of sacrifice, ...

Extension will host a free, two-part, virtual workshop introducing participants to farm succession planning and the steps ...