At the heart of the enhanced platform is the Succession & Exit Planning tool, a first-of-its-kind resource that helps advisors initiate and lead critical conversations about business transitions. It ...

TMX contributed to this article. McClatchy is compensated as a part of our syndication partnership with TMX. McClatchy's Commerce Content team, which is independent from our newsroom, oversees this ...

Use the topics and tools included in The DIRTT Project to jump-start the succession planning process for your operation whether you are just beginning or need to get on track. set goals for both the ...

Originally published in Magnolia Tribune. The future success of your organization depends upon your ability to plan and implement a succession plan. Succession planning, first recognized by Henri ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...

A recent meeting regarding succession planning with an owner of a closely held business resulted in a surprise twist in the conversation: his daughter, who the business owner intended to take over his ...

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 ...

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 ...