Since Patagonia’s founding in 1973, Yvon Chouinard and his family have been its owners. Now, almost 50 years later, the company is announcing that the Chouinards are transferring all ownership to two ...

As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

With uncertainty around private equity in eldercare, DFL legislation would make nursing homes disclose their corporate structure.

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

TipRanks introduced a new feature called the Ownership Tab that offers an in-depth look at the ownership composition of a stock. Using this tool, let’s decipher the tech giant Meta Platforms’ ...

Forbes contributors publish independent expert analyses and insights. Serial technology CEO covering all things IT & Tech. When evaluating tech vendors, most companies focus on product fit, pricing, ...

A 1031 exchange allows your clients to sell an investment property and purchase another like-kind property while deferring the capital gains taxes on the sale. It’s a way for clients to retain real ...

Shares of Energy Transfer (ET) are up about 23% year-to-date, outperforming the S&P 500’s (SPX) 16% gain, driven by its strong growth potential. The company is likely to release its second quarter ...

In my last post about shared ownership of cottages, I discussed items to consider when deciding whether to create a plan for future generations to share the ownership and use of the family cottage or ...