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.

Most family offices sit within layered structures that include holding companies, operating entities, special purpose vehicles, trusts and foundations. Family offices in the process of succession ...

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 ...

In the latest installment of IBJ’s Thought Leadership Series, Michelle Jann of Goelzer Investment Management discusses the pillars of smart succession planning. Owners who approach succession planning ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

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 ...

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 ...

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.