Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

A tidal wave of retiring business owners, stronger government-backed lending and growing interest from acquisition-minded ...

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 ...

For most business owners, succession planning for their business involves preparing the company for transfer, determining its ...

Establishing a strong foundation for any future CEO transition takes time and effort, but the outcomes are well worth it, and the risks are too high to ignore. The Fast Company Executive Board is a ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

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, ...

Just one in three are optimistic about their business over the coming year ...