News

Strong succession is driven by leaders who are willing to plan boldly, act decisively and invest in their next generation.
Mark Valentino, head of Business Banking at Citizens, outlines why so many small business owners delay succession planning.
About the Book: The Five-Year Plan is an educational guide designed to assist family business owners through the critical business succession and retirement planning process. The book offers ...
So having that intentional succession plan — like we all know, if we read our books, and we go to sessions on this — you're supposed to be starting five to 10 years before you think you're ...
ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...
Jon Ramos (third from left), founder and chief executive of Premier Family Business Consulting (PFBC) and author of the newly-released book Legacy in ...
The increase is small but notable given the difficulties often associated with succession planning for the wealthy. Advisers to the wealthy say devising a wealth-transfer plan can require people ...