With over $2 trillion in Canadian business assets expected to change hands in the next decade and only 9% of owners having a formal succession plan, a new book aims to bridge this critical knowledge ...

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 ...

As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...

Only about one-third of family-owned businesses have a concrete succession plan, highlighting the risks of internal conflict and instability. Rupert Murdoch’s succession woes underline the importance ...

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 ...

Changes to CGT relief on Employee Ownership Trusts (EOTs), alongside reforms to IHT have the potential to make them less ...

Families planning the transfer of farms to the next generation of operators seek information and resources. Purdue Extension’s Succession Planning Resource is designed to help Indiana farm families ...