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 ...

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.

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

The report reveals that succession planning is one of the most significant hurdles for entrepreneurs. An overwhelming majority—66%—lack a formal exit strategy or succession plan. This is often ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Succession planning is often regarded as a key pillar of organizational resilience. Done ...

Strong succession isn’t going to happen by accident. It’s driven by leaders who are willing to plan boldly, act decisively and invest in their next generation.