Find out why most financial advisors lack succession plans and how it affects the industry. Get essential steps for a smooth transition of your financial practice.

In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about ...

If you're an entrepreneur, running a successful company will likely be among your most cherished achievements. You have built ...

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over ...

Understand the importance of succession planning in finance. Learn how proactive strategies can ensure long-term success.

Focus Financial says its latest CEO change was part of a succession plan, but the $520 billion RIA's transition gives the ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

Participants in “Design Your Succession Plan” workshops will learn how to start and sustain discussions with family members ...

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

When developing a detailed annual plan, the biggest pitfall to avoid is not having a defined process. There are a lot of ...

Strategic planning done right aligns your service offerings, facilities and operational goals with the current and future needs of the older adults you serve.