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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 ...

It’s never too early to think about how your family business will continue into future generations. With that in mind, where is your family business today in its succession planning journey? These ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

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 ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

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 ...