Most talent strategies plan Boomer-to-Gen-X transitions. The actual handoff? Jones-to-Millennial. The generational map is wrong.

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 ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

Prairie Family Business Association to Host Free Succession Planning WebinarMarch 12, 2026Sioux Falls, S.D. — Family business succession is rarely simple. It requires thoughtful planning to maintain ...

Succession planning isn’t just a checklist item — it’s a defining leadership moment. As a farm or ranch owner, it’s time to stop waiting for the “right moment” and start leading with purpose. You’re ...

NEW YORK--(BUSINESS WIRE)--Private business owners are placing renewed focus on passing down their wealth and businesses. However, new research from Brown Brothers Harriman (BBH) reveals that many ...

Every advisor will exit their practice, either by design or by default. With the right plan, they can exit on their own terms, be fully compensated, and ensure clients are taken care of. Ray’s ...

In my opinion, one of the biggest issues preventing families from making a succession plan is parents being afraid their children will somehow feel they love them less. They fear their kids will be ...

You may be nearing a moment when the conversation shifts from running the business to securing its future. The choice is simple but decisive. The timing has never been more important. The challenge, ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...