In family business, focusing on the current leader is hazardous. Here are common issues with focusing on the current family enterprise leader.

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board can benefit the firm and clients.

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

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 ...

Succession planning isn’t just about a final chapter — it’s a strategic part of your business journey. It’s about setting up your company to succeed with or without you. And as Stephen ...

More directors of public companies in the US say succession planning is their top priority than those who believe the adoption of AI and managing geopolitical risk should head the agenda. Compared ...

A few weeks ago, I outlined the importance of making an exit plan—strategically mapping out a path to eventually leaving your business. There are many ways to exit a design firm, but one of the ...

Succession planning has emerged as one of the top priorities of organisations this year amid concerns over the impact from sudden departures of CEOs or other critical talent. This is according to What ...

IFAs recognise the importance of succession planning but many are delaying it for too long. Research by ValidPath found 77 per cent of IFAs believed having a succession plan was important but 23 ...

This article was provided by Bergeron Clifford LLP. Like many lawyers, I thought of succession planning as something to worry about down the road. I’m not planning to leave the practice anytime soon, ...

How do you do that effectively? You start with a succession plan. My top three tips to prepare your organization can help you weather the next decade of transitions and come out stronger than ever.