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 ...

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, ...

Crafting a succession plan for your nonprofit strategically prepares the organization for leadership changes long before it’s needed. While some organizations may not see the value in creating these ...

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

More than a hit drama-filled TV show, succession is necessary to maintain a successful company. Succession is the epitome of future planning. No company can succeed without employees, and every ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

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 ...

New research from BDO’s recently launched report, WealthAnalysis: A psychosocial study of trust in the lives of the wealthy, ...

Accounting firms should make succession planning for their own firms a bigger strategic focus this year, with the ATO ...

While many CNOs are focused on the present, they need to look to the future and consider what will happen once they move on. Succession planning is essential for CNOs who want to ensure the ...

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 ...