Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

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 ...

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 is evolving into a dynamic, lifecycle strategy that balances growth, flexibility and legacy across every stage of ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...