Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

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 ...

As the largest intergenerational wealth transfer in history unfolds, family-owned businesses and family offices across North America are facing a pivotal moment in succession planning. The next ...

Leo Tolstoy begins Anna Karenina with the line: “Happy families are all alike; every unhappy family is unhappy in its own way.” Much the same can be said for successful multi-generational family ...

Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

Business owners are accustomed to reinvesting their capital back into their business. But as they contemplate their eventual exit from the company that they’ve built and grown, they should make sure ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

T he most common criticism of a planner’s approach to succession management is that by the time the planner thinks of it, it’s too late. That is, the issue of succession management often occurs to ...

CEO tenures are falling around the world, and, as a result, companies are planning CEO successions more frequently. Yet, CEO succession does not often go to plan. It’s a complex process, and even the ...