Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Succession planning is a proactive strategy businesses use to identify and develop internal talent to fill critical roles within the organization as they become vacant due to retirement, promotion, ...

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 because ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

It’s important for small businesses to have a succession plan to enable the company to continue into the next generation once the owner leaves — whether it be voluntarily or as the result of an ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

Employee ownership trusts (EOTs) and other alternative business structures (ABS) are playing an increasingly important role ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...