Insights for Business
Key Person Insurance: A Business Continuity Plan
Every business relies on people who are essential to its success. These key individuals might bring in revenue, manage important client relationships, lead teams or…
May 8, 2026
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7 min read
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
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8 min read