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 ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

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 ...

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 ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...

One of the most important ways that people in any service profession make an impact is taking care of people. The exceptional practitioners put their clients first. Many service professionals, ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...