That kind of seamless transition is still rare in retirement plan advising, White says, especially among small, founder-led ...

With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

Finally, succession planning is not a one-time exercise but a continuing process that changes as the organization matures. Getting Started ...

The potential upsides of effective succession planning are huge, and yet most companies are not realizing these benefits, ...

Organizations plan budgets, plan strategic growth, make plans based on market analysis and competition, map out operations and logistics. However, when it comes to talent and human operations, it ...

These tools can also be applied to succession planning by anticipating the organization’s future leadership needs and what types of skills will be most important, as well as predicting which ...

10 Steps for Succession Planning 1» Long before the expected transition, identify the key positions that will need successors and the dates of the expected handover of responsibilities.

Crafting a succession plan for your nonprofit strategically prepares the organization for leadership changes long before it’s needed. While some organizations may not see the value in creating ...

As Europe's aging population triggers a wave of business ownership transitions, research in the International Journal of ...

Succession planning is a proactive organizational strategy crucial for ensuring business continuity. It involves identifying and grooming internal leaders to assume key roles whenever necessary ...

When it comes to building and protecting wealth, too many business leaders fall for myths and misconceptions that cost them ...