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 ...

ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...

Transitions can be messy. Change is hard enough on a personal level, and the idea of company change may feel overwhelming.

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ...

You may be nearing a moment when the conversation shifts from running the business to securing its future. The choice is simple but decisive. The timing has never been more important. The challenge, ...

Current farm owners should evaluate their tax situation to learn the best steps to transfer to the next generation, but “this ...

Financial advisors work countless hours helping clients plan their financial futures. But, unfortunately, too many advisors need help planning their financial futures. Today, only about 18 percent of ...

Learn why the traditional “wait until I’m dead” plan leaves too much to chance in securing your farm’s future.

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 ...

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 ...