The number of construction companies adopting the employee stock ownership plan (ESOP) business model is growing, and for ...

Owning and operating an automotive dealership, or group, is a demanding yet rewarding business. However, one of the most ...

Converting to an employee stock ownership plan offers firms tax benefits and an alternative to private equity.

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

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

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

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

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

Robert Lloyd GriffithsDirector for WalesICAEW Planning for the future is one of the most important responsibilities a ...

Bethan CousinsNew Business DirectorD Bank of Wales Succession planning is something every business owner should consider ...

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