Succession planning works best when it supports both leaders stepping into new roles and those stepping away from long-held ...

Ssuccession planning is as vital as any other organizational process. But it currently feels outdated—almost prehistoric.

Regulatory bodies have become increasingly focused on succession planning, particularly in the financial industry. The ...

Selling all or a portion of a company to an ESOP allows legacy owners of family businesses to guide future management and ...

Here are action steps for you to take. Block out two hours tomorrow morning for documentation. Schedule a meeting with your ...