Deciding who will take over the farm is how we can ensure agricultural and rural businesses continue long after we’re gone.

Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so ...

Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.

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 ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

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 ...

Every advisor will exit their practice, either by design or by default. With the right plan, they can exit on their own terms, be fully compensated, and ensure clients are taken care of. Ray’s ...

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 ...

Anyone who’s watched all four seasons of HBO’s Succession knows that it can be incredibly complicated—both logistically and emotionally—to pass along control of a company once the owner ages out. Even ...

It’s no secret that the retirement plan advisory industry is aging fast. Assets are growing and client needs are becoming more complex, but the pipeline of new financial professionals is not keeping ...