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 ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

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, ...

“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 ...

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 new guide from global HR research and advisory firm McLean & Company provides advice for HR to educate those communicating with succession candidates and candidates' people managers to effectively ...

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 ...

To successfully guide a farm operation from generation to generation, farm owners and families need to have a plan for where they are going and knowledge of how they will fund that transition. The ...

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 ...

Buffett separates culture from operations in succession planning, offering wealth advisors a framework for guiding families ...

University of Delaware Cooperative Extension has recently taken an alternative approach to offering farm succession planning workshops. In cooperation with the University of Maryland Agriculture Law ...