Succession planning between the firm and the lawyer will be to create a path toward working less and eventually retiring.

Opinion: Sidley Austin attorneys say a company's in-house team can play a pivotal role in helping boards of directors prepare ...

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner ...

With leadership retirements and new regulations reshaping the credit union industry, succession planning is more critical ...

As banks navigate leadership transitions, an economic benefit split dollar life insurance plan provides a strategic solution, ...

With a strong equity structure, advisory firms can keep their most talented professionals (and keep them engaged).

How can families grow their business enterprise or wealth to ensure holdings are protected, whether for eventual sale of the ...

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

Whether transitioning to family, internal management, or an ESOP, succession planning should be a top priority for every dealer principal. Viewing it through an estate planning lens, working with ...

The best private banks and wealth managers have been honing the art of succession planning for generations. That is certainly ...

Tr1X, Inc. (pronounced “Trix”), a clinical-stage biopharmaceutical company developing first-in-class allogeneic engineered ...