Insights for Business
Buy-Sell Agreements: A Path Forward Without Heirs
Many family-owned businesses don’t stay in the family once the original owner is no longer involved, not because of poor planning, but because the next…
March 13, 2026
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8 min read
Why Do Business Owners Need a Succession Plan?
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in…
April 3, 2025
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29 min watch
Succession Planning for Family Businesses
Having a business exit strategy means planning for the unexpected - financial hardship, health challenges and even death. It also means having a plan for…
March 6, 2024
| 8 min read