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 ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous: transferability.

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, ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you work for someone else, leaving a company can be as ...

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

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

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.

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 ...

Discover proven exit strategies for investors and businesses to limit losses and boost profits, including methods for ...