These five steps can help organizations adopt an approach to succession planning that thoughtfully identifies the people who ...

For organizations to succeed in a competitive market, they must plan ahead. One aspect of planning often gets overlooked, but it has big implications for organizational continuity and success: ...

More than a quarter of family-owned businesses are either navigating a leadership succession right now or expect to face one ...

When ultra-high-net-worth collectors plan on transferring their wealth, professional advisors often focus on investments, real estate or business holdings. Yet, for many collectors, the most ...

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 ...

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 ...

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.

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 ...

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.

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