Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

Forbes contributors publish independent expert analyses and insights. I write about the psychology of leadership, tech and entrepreneurship. Few decisions in business and leadership matter more than ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

Business succession planning and estate planning are often linked together, particularly in the case of closely held family businesses. In the case of a shareholder who wishes to pass along their ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...