Find out why most financial advisors lack succession plans and how it affects the industry. Get essential steps for a smooth transition of your financial practice.

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

Busy running a medium-sized milling operation as a family-owned business, Lynn Stieglitz hadn’t given much thought to succession planning. But after attending a regional dairy producers meeting in ...

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 ...

Succession planning seemed like an issue for advisors close to retirement age until this entrepreneur learned o her husband’s ...

When it comes to succession planning, don’t wait until it’s too late to start. That’s the main takeaway from Christopher Flis’ presentation on succession plans at the annual Restaurant Finance & ...

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 ...

Just 13 percent of family business members in the next generation say the business would “continue to run smoothly and without interruption if an important family employee moved on, retired, or passed ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

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 ...