Succession planning isn't always a clean process with a clear next in line. Most succession plans will break down if certain ...

Families deciding to transfer, sell or professionalize their businesses need early legal, tax and governance planning advice ...

Enterprise business planning (EBP) integrates resource planning efforts across all functions: operational, finance, and commercial. Designed to provide a unified view supporting enterprisewide ...

Business owners face unique estate-planning challenges that require specialized strategies to protect accumulated wealth, minimize tax exposure and ensure the successful transition of the business to ...

You’re set on becoming a franchisee. You may think it’s time to call a franchisor, tell them you’re interested, and get funding from your local bank, right? Wrong. If you’re considering buying a ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. A ...

Personal plans are often the last type of plan a business owner considers, if at all. Millennials value work-life balance, and starting with a personal plan can help you achieve it. Personal planning ...

Business owners pose a unique challenge for financial advisors when it comes to retirement planning. With their often highly concentrated wealth and entrepreneurial mindsets, business owners don't fit ...