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 ...

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, ...

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 ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

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

CEO Thomas Carroll discusses how HB Wealth has grown to a $32 billion RIA despite, and partly due to, founder changes.

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 new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing for ...

Boardrooms face a new kind of risk: the widening gap between the skills directors possess and those their organizations ...

Acquisition demonstrates Cambridge's ongoing commitment to advisor succession planning, including serving as a buyer in support of long-term continuity FAIRFIELD, Iowa., March 26, 2026 /PRNewswire/ -- ...