Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

Proper succession planning protects the company value, stabilizes teams and relationships, reduces risks and preserves business identity.

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

This article was originally published at BeRecruitment.com. In our work with Boards, CEOs and Executive Teams across health, ...

After decades (or generations) of building an entrepreneurial success, it’s difficult for many to consider stepping back. However, change (like death and taxes) is inevitable. Thoughtful preparation ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

Those were the top findings of an annual survey by private investment bank and financial advisory firm Brown Brothers Harriman (BBH), which sounded out nearly 500 family-owned and privately owned ...

When I launched my financial planning firm a decade ago, my focus was on growth. I wanted to build something from the ground up, serve clients, and expand my impact. I valued independence and was ...