For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

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 ...

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

Succession planning isn’t just about retirement. It’s a comprehensive strategy for transferring ownership, leadership, and ...

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 ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you’re ready to move on? A comprehensive succession plan can help answer ...

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.

Cultivating Strong Indiana Farm Families through the Succession Planning Process by Providing Educational Opportunities and Current Resources The Purdue Succession Planning Team, comprised of ...

Succession planning is shifting from a background consideration to a central strategic issue for Australian insurance broking ...