Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

Harmony Succession Partners delve into what every business owner should understand long before a buyer comes knocking ...

Early, guided discussions help farm families align expectations, reduce conflict, and build a roadmap for succession and ...

There are clear, undeniable facts that we all accept but somehow don’t believe will apply to us: If we are alive, one day, we will die. There is no escaping that. And if we stay alive longer, we will ...

There is perhaps nothing more constant in the financial planning industry than the talk of an aging advisor population rumbling toward retirement with too little focus on succession planning.