Succession planning exists to ensure the smooth transfer of assets from generation to generation. That's especially the case around a presidential election where regulations could dramatically ...

Nearly 90% of financial advisors lack a formal succession plan, an Investment Planning Counsel survey revealed in May. Although 69% of the financial advisors surveyed were nearing retirement or ...

As a result, many financial advisors have worried less about the internal organic growth required for succession planning than they have in other periods. But as the great physicist Isaac Newton ...

Yet, planning for the day you step away can be one of the most challenging tasks you'll face. Succession planning is crucial to ensure that your business continues to thrive long after you've ...

Yu, Gwen. "Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T." Harvard Business School Teaching Note 117-069, June 2017.

Business Ownership Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve ...