Establishing a strong foundation for any future CEO transition takes time and effort, but the outcomes are well worth it, and the risks are too high to ignore. The Fast Company Executive Board is a ...
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 ...
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 ...
Forbes contributors publish independent expert analyses and insights. Kara Dennison writes about careers, leadership, and the job market. For organizations to succeed in a competitive market, they ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...
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 ...
Parkwoods Wealth Partners LLC has recently launched a new platform aiming to support registered investment advisors (RIAs) with their growth and succession planning. The platform has integrated its ...
Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...
“Most advisors today work for the house; with UWP they own the house. This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples ...
This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...
The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...
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Warren Buffett’s succession plan has begun. Here’s what a longtime insider is watching.
Berkshire Hathaway’s durability was never about blind loyalty to Buffett. It has always rested on mutual respect and earned trust. Commentators rightly extol Warren Buffett’s unique leadership, ...
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