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Note: This article is part of Morningstar's Retirement Matters Week special report. A version of this article appeared on Sept. 23, 2016. In a presentation I often give to retired investors, I discuss ...

Finally, selling to a consolidator does not even register as a preference during the planning stage, but 11% of firms end up pursuing this route as a succession solution. RELATED ITEM: Succession ...

Crafting a succession plan for your nonprofit strategically prepares the organization for leadership changes long before it’s needed. While some organizations may not see the value in creating these ...

Fans of the fictional HBO drama "Succession" have likely watched the relentless struggles between company founder Logan Roy and his children, who want control of the family's global media and ...

Despite their reputation, traditional defined-benefit (pension) plans can be a valuable tool for small-business succession planning. Defined-benefit pension plans are often associated with unions and ...

Two organizations are offering a free workshop to help small businesses with succession planning. The workshop will give an overview of succession planning; help business owners set goals for a ...

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...

It’s important for small businesses to have a succession plan to enable the company to continue into the next generation once the owner leaves — whether it be voluntarily or as the result of an ...