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Planning for succession can be complicated, but it is vitally important to ensure a smooth transition and give you peace of ...

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation ...

In this course, you will learn to develop an effective business analysis plan to align with business goals and objectives. Learn how to engage stakeholders, align with corporate governance and ...

Sébastien Desmarais recalls a time when his client received “the offer of a lifetime” for their business, setting the wheels in motion for an exit. But because the client had never thought of creating ...

Modern business develops under conditions of constant uncertainty. Market fluctuations, technological breakthroughs, ...

Without a plan, both personal assets and a company’s future—its employees, clients and value—can be left uncertain.

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...