Insights for Business


A business owner reviews an important order with her key employee.

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  | read icon 7 min read

A small business owner talks with his key employees about available inventory in his hardware store.

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  | read icon 8 min read

Red microphone image for podcasts.

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  | watch icon 29 min watch

A father proudly looks at his son working alongside him in the workshop of their family business.

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  | read icon 8 min read