Succession planning is a critical aspect of business strategy, yet many business owners often overlook it. It involves creating a plan for someone to either own or run your business after you retire, ...

As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger ...

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...

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 ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan for what’s next? Whether you’re thinking about retirement, planning for ...

A smooth leadership transition isn’t luck – it’s the result of deliberate, early planning that protects momentum, culture, ...

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines ...

Succession planning is a challenge many financial advisors put off until it’s too late, and this often leads to rushed transitions and missed opportunities for growth. Here’s the story of the approach ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...

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 ...