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 ...

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...

Most talent strategies plan Boomer-to-Gen-X transitions. The actual handoff? Jones-to-Millennial. The generational map is wrong.

Anyone who’s watched all four seasons of HBO’s Succession knows that it can be incredibly complicated—both logistically and emotionally—to pass along control of a company once the owner ages out. Even ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

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 many family-owned businesses, the future is built on relationships, trust, and shared history. But when it comes to succession planning, even the most tightly knit families often delay the ...

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 ...

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 ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...