For WealthProfessional, Leo Almazora discusses best practices when it comes to succession planning. For one, advisors need to delineate between working in the business and on the business. Many are so ...

When it comes to handing down the reins to the next generation, law firm leaders aren't the best at giving up control, despite the process being crucial to the longevity of the firm. In two recent ...

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 ...

Leo Tolstoy begins Anna Karenina with the line: “Happy families are all alike; every unhappy family is unhappy in its own way.” Much the same can be said for successful multi-generational family ...

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

The number of advisors looking to execute a succession plan in 2022 has nearly doubled since the beginning of the year, according to the latest RIA Edge Study “Pulse Poll” released in September. What ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. The strength and sustainability of a philanthropic foundation ...

Opinion: For the first time, aging law firm owners have a succession option that doesn't require internal buyers, competitor ...

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 ...

"It's really hard to get law firms to embrace long-term planning because there's a high sense of urgency for the immediate," said Angela Sebastian, the former CEO of Chicago's Levenfeld Pearlstein.