Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Forbes contributors publish independent expert analyses and insights. I provide career insights for you to be seen and promote. Did you know an organization’s employees hold approximately 42% of ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

American manufacturing faces mounting challenges. In the wake of the pandemic and with new waves of disruption from tariffs, supply chains are more fragile than ever, and workforce shortages continue ...

Only 20% of small businesses sell after going to market, but selling the business to key employees offers a viable alternative. Employee ownership preserves jobs, community value and company culture, ...

On Saturday, April 12th, Cooperation Buffalo and the Buffalo State Small Business Development Center invite you to learn more about converting your business to Employee Ownership. If you are looking ...

Financial Synergies Wealth Advisors, a Houston-based registered investment advisor with $1.6 billion in client assets, has completed a more than 20-year succession plan with eight new partners taking ...

You may be nearing a moment when the conversation shifts from running the business to securing its future. The choice is simple but decisive. The timing has never been more important. The challenge, ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.