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

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

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

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 is crucial to ensure that your business continues to thrive long after you've passed the torch. A well-structured succession plan can provide stability, preserve the value you ...

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 ...