Succession planning is a critical aspect of business strategy, yet many business owners often overlook it. It involves creating a plan for someone to either own or run your business after you retire, ...

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan for what’s next? Whether you’re thinking about retirement, planning for ...

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines ...

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 ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

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 ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...