Business Owner Advisory One Key to Selling Your Practice: Preparation, Preparation, Preparation January 9, 2020 - The decision to sell something you’ve spent a significant part of your life building may be one of the most difficult ones you’ll ever make.…
Corporations Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing…
Corporations Hiring the Right Wealth Manager for Your Transaction April 28, 2022 - The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one…
Incentive Stock Options Own Stock in a Company Undergoing an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…
Economic and Market Outlooks Video: May 2026 Economic and Market Outlook May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…
Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…