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 ...

Consider These Strategies, Tax Implications, and Best Practices By Brenden Healy, CPA, and Greg LaCasse, CPA Every business, ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

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, ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you work for someone else, leaving a company can be as ...

CEO Thomas Carroll discusses how HB Wealth has grown to a $32 billion RIA despite, and partly due to, founder changes.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business transition planning and leadership succession ...

Boardrooms face a new kind of risk: the widening gap between the skills directors possess and those their organizations ...