With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

It’s no secret that the retirement plan advisory industry is aging fast. Assets are growing and client needs are becoming ...

But succession planning is a completely different (and longer) process, with complex and layered technical aspects. I consider it a science, as it requires expertise and a step-by-step approach.

Without a set succession plan, a large number of these firms around for decades could disappear sooner. The data also reveal that just 30% of small businesses successfully sell, meaning 70% don ...

At my firm, we use the mantra “Strategy first, people always.” Succession planning only works when we start with a clear understanding of business goals and stakeholder objectives.

While many CNOs are focused on the present, they need to look to the future and consider what will happen once they move on.

Strong succession isn’t going to happen by accident. It’s driven by leaders who are willing to plan boldly, act decisively and invest in their next generation.

Succession and exit planning are crucial for business owners who want to ensure a smooth transition and maximize the value of their business. A well-structured plan requires careful consideration ...

CHROs can lead a successful process when trusted by the board and C-suite, but without it, CEO succession planning can face major challenges. Published July 7, 2025 By Carolyn Crist ...

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 ...