Learn how to safeguard your small business from financial threats with essential coverage options like health, disability, ...

These are the pillars of a business plan that aid in launch, growth, and fundraising. A business plan is a comprehensive statement that outlines the objectives of an organization. Not all plans will ...

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.

Successfully planning and executing a conference or event requires a business team to consider both the macro and micro ...

While the exact statistics vary across different studies and surveys, the general consensus is that a significant portion of businesses lack a comprehensive succession plan. According to a survey ...

The aging of the American population continues to accelerate, and more small and midsize business owners are wondering: What do I do with my life’s work when I retire? Many business owners reaching ...

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 ...

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation, to protect accumulated wealth, minimize tax exposure and ensure ...