Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

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 ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup Succession planning, baton pass or relay responsibility, authority to ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

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.

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

From addressing cultural sensitivities to navigating complex tax landscapes, family offices must adopt strategic approaches to ensure a seamless transition of wealth and legacy. Jordan Mimoun, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Baby Boomers own half of all private businesses in ...