Topics: Succession & Exit Planning
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Cybersecurity Best Practices: Step Back to Leap Forward
Learn cybersecurity best practices from the ISACA 2024 report: workforce planning, AI integration, and budget strategies to strengthen security.
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Connelly v. United States: Impact on Buy-Sell Agreements
Connelly v. United States made life insurance proceeds a taxable corporate asset. See how this ruling changes buy-sell agreement planning.
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Year-End Risk Assessment Using SWOT Analysis
Learn how to conduct a year-end risk assessment using SWOT analysis to identify strengths, weaknesses, opportunities, and threats.
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Business Succession Planning
A business valuation expert helps succession planning by determining fair market value, identifying valuation discounts, and preventing costly disputes among successors.
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Business Succession Planning and Estate Planning
Business succession planning and estate planning serve different purposes. Aligning both protects your company, your family, and your legacy.
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.
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Family Business Succession Planning: Avoid a Struggle
Family business succession planning prevents heir conflicts by addressing ownership transfer, buyout funding, and estate division early.
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Buy-Sell Agreement Life Insurance: Choosing a Funding Method
Learn how buy-sell agreement life insurance funds partner buyouts and which funding method best protects your business.
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Buy Sell Agreement: Why Every Business Owner Needs One
A buy sell agreement protects business owners when an owner dies, retires, or leaves. Learn how to structure, value, and fund yours.
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Board of Directors for Small Business: Do You Need One?
A board of directors helps small businesses with succession planning and strategic oversight. Learn who needs one and how to form one.