By focusing on all three legs of the stool, you help prepare yourself for a strong transition and lasting purpose.

Baby Boomers own about half of the private businesses in the U.S., and unless AI figures out a way for us to live forever, now is probably the time to figure out your succession plan. Your sale may ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A successful business is generally the foundation of the ...

Leaving well means more than a clean handover of keys, passwords, and titles. It means leaving so that the business becomes more capable, resilient, and innovative without you than it was with you. To ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Exit planning is essential for every business owner—not ...

Retirement looks very different when you're a business owner rather than an employee. For employees, retirement is a clear line in the sand: One day you're working, the next day you're not. But for ...

If you’re seeking investment, your business and financial plan must include a credible exit strategy. Our 6-week program helps entrepreneurs close this critical gap — turning exit hopes into clear, ...

For many privately held business owners, their company is not just an asset; it is a lifetime of hard work and the foundation of their personal wealth. As owners approach the end of their business ...