Commentary: Transitioning a family, founder or other privately held business to the next generation is rarely a one-step process.

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. Processing Content On the one hand, the ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

In the dynamic world of business, succession planning stands as a pivotal process, crucial for the long-term success of any organization. This concept, often overlooked, is about foreseeing the future ...

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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Whether a governing board oversees a public company, a privately owned firm, or a not-for-profit organization, sound governance and leadership are essential. Peak board performance requires directors ...

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