Orlando, FL — April 15, 2026 — The International Succession Planning Association (ISPA) and the Business Transition Council (BTC) today announced a strategic partnership focused on strengthening how advisors approach succession and transition planning with business...
Business transitions are among the most significant financial events your clients will ever experience. In the coming decade, the United States will see the largest intergenerational transfer of privately held business wealth in history. Many baby boomer owners are...
Passion and Zen explores how boundaries and integrity are instrumental in honoring the practices that strengthen our resilience. These practices help us gain a deeper understanding of ourselves and our purpose. When we know what we want and truly believe we deserve...
Business ownership is more than a career, it’s a high-stakes investment and often the cornerstone of a family’s financial future. Unlike public-market investors, private business owners face unique challenges: concentrated wealth, illiquidity, and complex exit...
Networking is more than shaking hands, swapping cards, or delivering a polished elevator pitch. It’s about building real relationships that lead to trust, opportunity, and long-term business success. In The Networking Playbook for Entrepreneurs and Small Businesses,...
CAN I SELL A BUSINESS? Yes, but it’s most advantageous to make a plan. Even during economic downturns, such as those experienced during the times of COVID-19 and the challenges in 2008, business owners continued to sell their businesses. However, it’s important to...
DO YOU DREAM OF BUYING YOUR OWN BUSINESS? Buying a business can be a complicated process. It starts with finding the right business for you and goes all the way to figuring out the details required for a smooth transfer of ownership. BIG STEPS - LOTS OF UNKNOWNS! ...
As a business owner approaching the transition out of your company, you’re stepping into a process that’s as emotional as it is strategic. The journey of planning an exit and moving into a new phase of life often brings up a range of feelings and challenges, many of...
Description Wealth Management for High Earners: Know the Options Available to You There’s good news for investors: legal, tangible tax strategies are out there—they just need to be found. In Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth...
Short Description Part memoir, part call to action, Grit + Grace invites us, even in the face of hardship, to delve into who we are and what we are meant to do. The author [Angela Devlen] offers a roadmap for navigating change and healing as an invitation to create a...
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