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

Understanding the human element is one of the most important steps in creating a succession plan that works in real life.

Succession Reality Check is designed as a business continuity and succession planning checklist, providing advisers with a ...

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 ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Forbes contributors publish independent expert analyses and insights. I write about the psychology of leadership, tech and entrepreneurship. Few decisions in business and leadership matter more than ...

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.

Discover a powerful three-bucket framework that safeguards your business legacy, provides financial security, and creates clear pathways for your life after exit—essential reading for business owners ...

It’s important for business owners to put a plan in place for succession. They should consider if they want to keep the business in family ownership, and if they plan to pass it on ...

UAE: Modern Succession Planning For Global Families . Across the GCC and beyond, families are becoming increasingly global.

IFAs said succession planning was the biggest benefit when looking to hire advisers, according to research by ValidPath.