Owning and operating an automotive dealership, or group, is a demanding yet rewarding business. However, one of the most critical and often neglected aspects of owning a dealership is succession ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

In today's dynamic business landscape, succession planning is no longer optional but a strategic imperative. As private equity investments surge and talent shortages persist, traditional exit ...

The short answer is YES! Here’s the plain‑English, straightforward version of how an ESOP works as a succession strategy: 1. The company sets up an ESOP trust. 2. That trust then buys some or all the ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

On Saturday, April 12th, Cooperation Buffalo and the Buffalo State Small Business Development Center invite you to learn more about converting your business to Employee Ownership. If you are looking ...

Everyone has met that person who believes they will live forever. Owners of privately held companies have a zest for life that translates into their business. These visionaries continue making plans ...

If you are considering selling your business, you may often believe that the only available option is selling to an unrelated third-party buyer, ...