Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

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 ...

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

“Most advisors today work for the house; with UWP they own the house. This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples ...

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: ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the estate planning landscape braces for significant changes in 2025, the ...

Employee ownership trusts (EOTs) and other alternative business structures (ABS) are playing an increasingly important role in business succession planning across the UK. Nearly 2,500 businesses ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...