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  2. Succession planning - Wikipedia

    en.wikipedia.org/wiki/Succession_planning

    A 2004 CIBC survey suggests that succession planning is increasingly becoming a critical issue. The CIBC estimated that by 2010, $1.2 trillion in business assets would be poised to change hands. [10] Research indicates many succession-planning initiatives fall short of their intent. [11] "Bench strength", as it is commonly called, remains a ...

  3. List of ERP software packages - Wikipedia

    en.wikipedia.org/wiki/List_of_ERP_software_packages

    Open Systems Accounting Software – OSAS, TRAVERSE; Oracle – Oracle Fusion Cloud, Oracle ERP Cloud, Oracle NetSuite, Oracle E-Business Suite, JD Edwards EnterpriseOne, JD Edwards World, PeopleSoft, Oracle Retail [6] Panaya – Panaya CloudQuality Suite; Planet Soho – SohoOS; Plex Systems – Plex Online; Pronto Software – Pronto Software

  4. Sage X3 - Wikipedia

    en.wikipedia.org/wiki/Sage_X3

    Sage X3 is an enterprise resource planning product developed by Sage Group aimed at established businesses. [2] The product was formerly known as Sage ERP X3 and is available in many of the territories that Sage operate. The product line which evolved into Sage X3, Adonix X3, was purchased by Sage in 2005.

  5. Survey Reveals Details About Financial Advisor Succession ...

    www.aol.com/financial-advisor-succession...

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  6. Got a Succession Plan? Advisor M&A Deals Hit New Record - AOL

    www.aol.com/got-succession-plan-advisor-m...

    Despite market volatility and geopolitical instability in the first half of 2022, wealth management firms closed a record number of merger and acquisition (M&A) deals, according to a report from ...

  7. Sageworks - Wikipedia

    en.wikipedia.org/wiki/Sageworks

    Sageworks was a private financial information company headquartered in Raleigh, North Carolina. Founded in 1998, Sageworks provides financial analysis and risk management software, in addition to creating products for commercial lenders. It collects financial information on the private sector by aggregating data from large accounting firms.

  8. Sage Group - Wikipedia

    en.wikipedia.org/wiki/Sage_Group

    The Sage Group plc, commonly known as Sage, is a British multinational enterprise software company based in Newcastle upon Tyne, England.As of 2017, it is the UK's second largest technology company, [3] the world's third-largest supplier of enterprise resource planning software (behind Oracle and SAP), the largest supplier to small businesses, and has 6.1 million customers worldwide. [4]

  9. Sage 300 - Wikipedia

    en.wikipedia.org/wiki/Sage_300

    Sage 300 is the name for the mid-market line of enterprise management and accounting applications (formerly Sage ACCPAC), primarily serving small and medium-sized businesses. Since 2004, Sage 300 is developed by Sage . [ 3 ]

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