Founder transitions are pivotal moments in a company's evolution. Handled strategically, they can unlock new growth potential and secure a legacy that lasts generations.

Crafting a succession plan for your nonprofit strategically prepares the organization for leadership changes long before it’s needed. While some organizations may not see the value in creating these ...

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 ...

The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.

Winston Churchill once said, “He who fails to plan is planning to fail.” Companies are actively failing when they fail to plan for succession. Organizations plan budgets, plan strategic growth, make ...

The latest updates aim to help with complex decisions around succession planning and tax changes around the One Big Beautiful ...

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive ...

In corporate life, leadership change is inevitable. Yet too many organizations are caught off guard when it happens.An unexpected resignation, a retirement that comes sooner than expected, or even a ...

Succession planning in the context of family owned or controlled businesses generally has two overarching concerns; first, who will manage the business, and second, how will ownership and control be ...

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the ...

The leaders who act, rather than ride the market's momentum, will write the next chapter for wealth management.