Trends & insights

You can achieve a delicate balance: Hand down your business to family, set up a new generation for success, and fund your own secure retirement.
4 minute read

The “what ifs” help you create a succession plan that adapts.
3 minute read

Our survey shows what small and midsize business owners prioritize and which plans they put in place. How do your priorities and plans compare?
3 minute read

Related to your business partner? Here are seven tips to help mix family and business.
4 minute read

Know the true value of your business and have a succession plan in place. Here’s how one small business did it.
6 minute read
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