Strategic planning

Three experts on building a valuable business that is attractive for sale

Adviser Greg De Jong talks about his successful merger with another firm.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Beginning the transition in advance increases employee retention and engagement.

One adviser calls it a "fairly destructive strategy."

Unexpected health emergencies make succession planning much more than a retirement issue.

Some make a complete break from their firms, while others opt to maintain a part-time presence.

Planning is particularly complicated when accounting for stepparents and stepsiblings.