A good exit plan should create clarity quickly, then convert that clarity into actions that increase options and value.

Effective succession planning means preparing leaders not just for today’s challenges, but for a future that may look entirely different.

Fear is rarely acknowledged in leadership conversations, but in my experience, it is one of the biggest barriers to building successors.

The challenge of succession planning isn’t new. But founders have more solutions at their fingertips than ever before.

Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Rupert Murdoch created and built a monumental legacy over the course of his lifetime. As the founder of News Corporation, Murdoch built a global empire, which includes influential media outlets like ...

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 ...

Even modest estates can trigger significant inheritance tax liabilities – but the earlier you plan, the more options you have ...