Get started now with the free ClickUp succession plan template Before we take you through our guide to succession planning, it’s a good idea to download a pre-made, well-organised plan so you can ...

But in most cases, unfortunately, a succession planning program is missing. Of course, the quick answer is to develop your own succession plan. In developing this plan, it is useful to ask ...

If you need a place to start, download and complete a succession planning template for your family business.

Consult a financial advisor if you’re not sure where to start with your succession plan. A succession plan, in its simplest form, is a strategic roadmap designed to ensure the smooth transition ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

Succession planning for business owners isn’t just for the ultrarich and powerful like the Roy family battling it out on HBO’s “Succession.” Having a plan in place for who’ll take over ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

A shocking number of business owners—nearly 60%, according to a report from Wilmington Trust—lack a succession plan. This shortfall is not just a potential pitfall for the future but also a ...

However, establishing a sound business succession plan is beneficial for most business owners and can be absolutely necessary for some. For business owners that are at or near retirement ...

The very public division within the Democratic Party following the presidential debate in June serves as a stark reminder of the crucial role of succession planning. Regardless of the outcome ...