That kind of seamless transition is still rare in retirement plan advising, White says, especially among small, founder-led ...

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

5 Reasons Succession Planning Fails In my experience, there are five issues with most succession plans that set them up for failure. 1. Most succession plans must be redrawn multiple times. 2.

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 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 ...