As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

In their presentation, “Taking Care of Business: New Approaches to Business Succession Planning,” at the 59th annual Heckerling Institute on Estate Planning, Ellen K. Harrison and Natalie ...

Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

Ownership structure is how people or organizations hold shares in a company. A company’s ownership structure looks at who owns the respective company. Those with private structures can control who ...

Focus is on the relationship between upper-level management and stockholders -- categories which overlap when the owner is the manager. Although J&M clearly believe that agency problems within the ...