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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

Leadership change is inevitable, but disruption doesn’t have to be. The smartest boards, founders, and executives treat succession planning as an ongoing strategy, not a last-minute fix. By preparing ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Succession and estate planning goes beyond drafting a will; it involves creating a strategic framework for transferring your wealth, values, and responsibilities to the next generation or chosen ...

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 ...

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 CNOs are focused on the present, they need to look to the future and consider what will happen once they move on. Succession planning is essential for CNOs who want to ensure the ...

ROCHESTER, N.Y. — When it comes to business succession planning, there are lessons to be found in the journeys of others. The Rochester Business Journal talked to three professionals to find out ...

A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. The second-generation owner of the registered investment ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...