For owners of midsize businesses looking to sell, strategic preparation ensures a smooth exit and a mutually beneficial ...

Founder Ken LaRoe says his decision to step back from daily management chores will help the Orlando, Florida-based Climate First Bancorp maintain its independence.

“To what extent should your surviving spouse be financially secure independent of the business?” In my experience, this is a ...

While there is no standard approach to succession planning, organizations should attempt to minimize disruption before, ...

For smaller companies, a simpler business structure limits ownerships' ability to test executives with different products, ...

“If the crypto is stored on a hard drive that goes missing, is destroyed or stolen, or if the key is lost, it may be that ...

Intercity State Bank announced in late January the retirement of its longtime president/CEO. Randy Balk Randy Balk, who lead ...

Patrick D. Mahoney, the CEO of the Financial Planning Association, died Saturday after "a long and very brave battle with cancer," the FPA announced. Dennis Moore, the FPA’s chief operating officer, ...

Whether the split will impact the teams will depend on their ownership structures and whether the Ilitches have a pre- or ...

With the "deepest sadness and heavy hearts," the Financial Planning Association announced that CEO Patrick D. Mahoney died Saturday ...

Success planning is emerging as a crucial yet often underdeveloped component of wealth management for family offices ...

Japanese shipowner K Line has unveiled its succession plan as it rings the changes at the top. A board meeting on Tuesday ...