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

Whether you’re leading a $10M firm or a 200-person partnership, the question isn’t if succession will happen. It’s how ...

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

When a senior leader leaves suddenly, companies often scramble to replace them—despite having a “succession plan.” Why? Because most planning is reactive, unclear, and overly broad. To ensure real ...

The potential upsides of effective succession planning are huge, and yet most companies are not realizing these benefits, ...

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

You’ve put the proverbial blood, sweat and tears into building your business. You’ve navigated its challenges and celebrated its growth. You may ...

An NJBIZ panel explored succession planning, tax reform impacts and long-term strategies to help family businesses thrive across generations.

As baby boomer owners retire, New Jersey faces a wave of small business succession challenges with major economic and legacy implications.

Harvard Bioscience (HBIO) announced a CEO succession plan under which John Duke will assume the role of president & CEO following the planned retirement of Jim Green, effective July 28, 2025.

The managing partner of Klingman & Associates discusses how RIAs should go about the process and explains why younger advisors should absorb everything possible that they can. “Be hungry; be a ...