Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Set the tone for success with solid onboarding
Emphasize company culture starting on – or even before – day 1.
A business owner's guide to year-end tax planning
Tax mitigation strategies can help the bottom line.
Concentrated wealth poses significant risks and complexities
Explore strategies for mitigating outsized stock positions, including those that allow for continued ownership of the shares in question.
Markets & Investing
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Impress your clients and team with a virtual wine tasting
Pop the cork and celebrate a successful year with your employees or loyal customers.
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
What diversity means for your business
Employee diversity is more than a moral obligation—it’s also a valuable resource.
Succession planning at all stages
It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.