The impact of succession planning becomes impossible to ignore when an unexpected departure creates a leadership vacuum, but ...

A new report finds that boards of directors believe CHROs have a critical role to play in CEO succession planning.

Although some dairy processors are operated by large cooperatives with succession plans, while other family-run businesses ...

Kestra’s research, Bridging the Gap: Addressing Succession Misalignment Between G1 and G2 Advisors, identifies three key barometers for evaluating the strength of a succession plan and the level of ...

The challenge for smaller companies, those under $1 billion in sales, is a simpler business structure limiting ownership’s ability to test executives with different products, production, or ...

The succession concerns for registered investment advisers didn’t just continue in 2024, but hit a new low, according to consultancy DeVoe & Co.’s annual team management report. In a national survey ...

Ask most advisors what their practice is worth and you’ll hear a familiar refrain: two to three times trailing revenue. The ...

Succession planning, a process integral to the management of family-owned businesses and partnerships, could be significantly impacted by the Corporate Transparency Act (CTA).