The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a ...

Without a succession plan, Lehigh Valley businesses risk fading. Explore strategies that preserve company culture, protect ...

CHROs can lead a successful process when trusted by the board and C-suite, but without it, CEO succession planning can face ...

Many farm owners view their operation as a legacy to be passed to future generations. Succession planning enables owners to ...

Berkshire’s succession plan is not a single move. ... Whether that model survives will not depend on Abel alone — or on Weschler, Jain or even Howard Buffett.

The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all ...

This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples normally reserved for the private equity firms that are aggregating ...

How Buffett Became the Accidental Model for Smart Succession. The legendary investor named his replacement four years before announcing his retirement. More CEOs should follow his lead.

Business leaders turn to Plunkett Cooney of Counsel Karen Collingsworth-Crusse for estate planning services and to design ...

Berkshire's succession plan is not a single move. It's a multistep transition of leadership and trust - carefully constructed over decades - to ensure the survival of a distinctive business model.

Succession planning means identifying how your business will transition ownership, to whom, ... Despite these advantages, awareness of the EOT model remains relatively low.

A succession plan can help you spread your capital efficiently. 0 % of entrepreneurs have no formal exit strategy in place. Figure out who your stakeholders are and how much they need. Collaborate ...