Succession planning isn’t just about retirement. It’s a comprehensive strategy for transferring ownership, leadership, and ...

Many families have stories about what goes wrong when transition planning is ignored. Lance Woodbury (pictured at top) specializes in legacy planning, land transitions and succession for more than 25 ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

The challenge of succession planning isn’t new. But founders have more solutions at their fingertips than ever before.

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.

Succession planning helps staff pursue interests and obtain training needed, helps agencies ensure that qualified successors will be ready to take the lead, and helps leaders leave a legacy of ...

Most companies know that succession planning is essential today, but very few have automated their process. According to a November 2006 Aberdeen Group report, only 7 percent of companies had a fully ...

As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to ...

Cultivating Strong Indiana Farm Families through the Succession Planning Process by Providing Educational Opportunities and Current Resources The Purdue Succession Planning Team, comprised of ...