Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Succession planning is the work of preparing a business to operate well when the current owner steps back. That could mean a ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

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 ...

As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 ...

Whilst many individuals (collectively, the “Individuals”, each an “Individual”) are aware of the importance of succession planning to preserve continuity and stability in the transfer of assets upon ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

A few weeks ago, I outlined the importance of making an exit plan—strategically mapping out a path to eventually leaving your business. There are many ways to exit a design firm, but one of the most ...