Whether a firm manages $50 million or $5 billion in client assets, building a succession strategy needs to be a priority at least a decade out from retirement.

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

Nora Kelly, managing director in Kaufman Hall’s mergers & acquisitions and strategy and business transformation practices, joins HealthLeaders editor Jay Asser to discuss the importance of ...

Mark Valentino, head of Business Banking at Citizens, outlines why so many small business owners delay succession planning. Drawing on nearly two decades of advising entrepreneurs through growth, e… ...

Rural providers especially need to be proactive in addressing physician turnover, says this incoming hospital leader. Though succession planning is often considered in relation to the C-suite, it ...

Why you need to do estate planning early (Photo: iStock) In an age where inheritance disputes have become commonplace, estate planning has become a necessity. To demystify this crucial process, we ...

Organizations can no longer afford to wait for the cybersecurity leader to hand in their resignation to start looking for a ...