Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

Robert Moran tells fire chiefs that it's their responsibility to begin thinking about who will succeed them early in their ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

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 ...

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 ...

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 ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

I’ve built ten companies over the course of my career, and I can say that success—in business and in life—is about staying ...

In this week’s Thought Leadership roundtable, experts at First Merchants discuss financial, emotional, and legacy issues that business owners should consider before selling their business. Preparing ...

Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future leaders. A fictional family struggle to control a media ...