The shift from forced agility to sustainable planned agility requires a deliberate choice by the C-suite to enforce more ...

Budget planning is a continuous strategic process, not a one-time chore. Businesses failing to embrace this process risk ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. For many entrepreneurs, their business is more than just a source of income—it's an ...

Developing a successful business is the crowning achievement of every entrepreneur. But with the passage of time, even the most successful business owners begin to consider moving on to the next phase ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

Many entrepreneurs find themselves underserved when it comes to financial planning. They often rely too heavily on their CPA for financial advice, primarily due to the close working relationship that ...

What is the ideal time to start exit planning? What are the risks of not having an exit plan? How often should a business be valued? What is continuation planning? How do I find the right professional ...

Many of the strategies used in estate planning are integral components of proper business succession planning. These strategies and tools are designed to ensure the seamless transfer of assets, wealth ...

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 ...

Business Insights, a specialist in reporting and analytics, budgeting and forecasting, and data management for Microsoft ...