Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

Most entrepreneurs focus on building their business, not planning their exit. However, early exit planning is critical to protecting value, legacy, and what comes next.

A successful sale process typically spans six to 12 months and represents a significant investment of time for owners and management. Given this commitment, proper planning should include early ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

Tina Hohman, executive vice president at Alera Group Wealth Services in Deerfield, Ill., recalls an industry conference where she heard that more than 60% of advisory practices have no succession plan ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are looking deeper than ever into what ...