Knowing your business’ value is crucial for succession planning. It can help you determine how to structure the transition, whether it’s a buyout, a gift, or a sale.

All-inclusive succession planning guidance, at an affordable price 5 step-by-step online courses that seamlessly guide the process and can be done at your own pace ...

Business transition planning and leadership succession strategies can define your company’s trajectory and are crucial for maintaining business continuity. With the largest generational wealth ...

I've worked with thousands of Financial Advisors and their firms across North America, and succession planning consistently ...

Our succession planning framework focuses on four main stakeholders: The transitioning advisor. They have worked long and hard to create a business. We help create a transition that’s right for them ...

Landlords should be encouraged to consider succession planning for their buy to lets (BTLs) at the time of purchase, not ...

Succession planning is essential for CNOs who want to ensure the sustainability of their health systems when the time comes for new leadership. However, it's not that easy. Nurses now have many ...

1. Ask the tough questions Ask your advisor if they have a succession plan — and if so, who the successor is and how they’ve prepared them to take over. 2.