Succession and legacy planning is a process that when it is done right adds certainty and relief for families, Lance Woodbury ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

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 ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...

The risk surfaces later, after a death or during a leadership transition, when the business is already under pressure. By ...