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 ...

It’s never too early to think about how your family business will continue into future generations. With that in mind, where is your family business today in its succession planning journey? These ...

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 ...

Most family offices sit within layered structures that include holding companies, operating entities, special purpose vehicles, trusts and foundations. Family offices in the process of succession ...

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 ...

In the latest installment of IBJ’s Thought Leadership Series, Michelle Jann of Goelzer Investment Management discusses the pillars of smart succession planning. Owners who approach succession planning ...

HBO’s popular series Succession depicts vicious infighting within a family dynasty as the children of CEO Logan Roy jostle for position and various executives work to curry favor and cement their ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

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.

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 ...

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 ...