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

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or ...

Succession planning is a proactive organizational strategy crucial for ensuring business continuity. It involves identifying and grooming internal leaders to assume key roles whenever necessary ...

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

Succession planning encompasses specific procedures with organizational goals and missions while preparing individuals for increasing levels of management for future operations. As an organization ...

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.

Succession planning can allay fears of attrition. When you can order the steps of who’s up next, it can help settle anxieties about the unknown and further create stability through the assurance ...

Succession planning is imperative for the longevity of every law firm. This article discusses the ethical issues, benefits, considerations, and elements involved in creating an effective law firm ...

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 ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and ...