Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and middle market business owners.


The Sixth Annual Summit Charity Giveback

During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more

Family Matters

Your business is likely your largest financial asset, and as such, the success and potential sale of your business impacts each member of your immediate family. … read more

The Value of Green Businesses

We spoke with the former owners of Happy Earth Cleaning and Cal Solar to understand the impact of employee ownership on their companies.… read more