According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

April 17, 2025 - Founders and entrepreneurs face numerous challenges while building their companies, from choosing the right business entity to managing employees and protecting intellectual property.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Signed into law on July 4, 2025, the One Big Beautiful Bill ...

Fifth Third Bank reports that Qualified Opportunity Zones (QOZs) offer tax benefits to business owners, especially with new ...

As a kid, I remember my dad--the quintessential methodical, organized engineer--sitting me down at the kitchen table for his favorite bi-annual lecture: "Planning For Your Future." His yellow legal ...

LPL is sharpening its focus on business owners, a key segment in the high-net-worth advisory space, with a new offering to help its advisors support entrepreneurial clients. On Tuesday, LPL said it ...

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 ...

A tidal wave of retiring business owners, stronger government-backed lending and growing interest from acquisition-minded entrepreneurs are setting the stage for one of the largest ownership ...

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 ...