In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

Succession has often been misunderstood or categorized as a single event: sell your entire book when you are ready to retire. AssetMark’s 2025 Advisor Succession Survey shows a different picture.

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...