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Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond [...]

In the fast-paced world of business advisory, being reactive is no longer sufficient to meet clients' evolving needs. Advisors can position themselves as indispensable partners by understanding clients' growth processes, [...]

As a professional service provider, understanding client motivations is crucial in making a significant impact on their lives. In a discussion between Kendall Rawls, the Director of Development at The [...]

Succession planning within family businesses delves deep into the emotional heart of what makes each family enterprise unique. It's a journey that goes beyond mere business transactions, touching the very [...]