Engagement platform Risr Inc. launched a “Succession & Exit Planning” tool designed to help with adviser transitions of business ownership. Customers can create plans based on their exit goals, ideal ...

At the heart of the enhanced platform is the Succession & Exit Planning tool, a first-of-its-kind resource that helps advisors initiate and lead critical conversations about business transitions. It ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Originally published in Magnolia Tribune. The future success of your organization depends upon your ability to plan and implement a succession plan. Succession planning, first recognized by Henri ...

Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

The success of most accounting firm succession plans rests on the firm’s ability to develop young talent into owners capable of buying out retiring partners and carrying the firm into the future.

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

RISR, the engagement platform built to power financial planning with business owners, today announced the launch of its newly enhanced platform--a major upgrade that introduces the industry's first ...