Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup This voice experience is generated by AI. Learn more. This voice ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Introductionadvertisement Board succession planning rarely commands the same attention as CEO succession. It does not trigger ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

Most mid-market owners do an incredible job building a profitable business, then accidentally “wing it” at the most valuable moment: the handover. Succession and exit planning is how you stay in ...

Many families have stories about what goes wrong when transition planning is ignored. Lance Woodbury (pictured at top) specializes in legacy planning, land transitions and succession for more than 25 ...

As part of NJBIZ’s latest virtual panel, participants discussed how family businesses can survive and thrive across multiple generations. Earlier this month, Trump signed into effect sweeping tax and ...