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

According to experts at Richter, a business and family office firm, questions about expansion, exit timing and long-term vision often emerge during succession. In this case, conflicting opinions and ...

It is probably a topic many are sick of reading about, but the coming transfer of $5.4 trillion between generations is the largest in the country’s history, with many Australians unprepared.  “Wealth ...

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.

Succession is an unavoidable part of business, but with careful planning, your family-owned enterprise can navigate these ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Succession planning isn’t just about passing the keys—it’s about protecting the legacy, the value and the people behind the business. Unsplash+ Why are so many small business owners stalling regarding ...

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 ...