Succession planning is a critical aspect of business strategy, yet many business owners often overlook it. It involves creating a plan for someone to either own or run your business after you retire, ...
With over $2 trillion in Canadian business assets expected to change hands in the next decade and only 9% of owners having a formal succession plan, a new book aims to bridge this critical knowledge ...
As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger ...
“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...
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 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 ...
You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan for what’s next? Whether you’re thinking about retirement, planning for ...
A smooth leadership transition isn’t luck – it’s the result of deliberate, early planning that protects momentum, culture, ...
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 ...
This past year, I spent time with small firms discussing their future, focusing on the topics of attorneys retiring and succession planning. These critical issues are often overlooked at the ...
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 ...
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