A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. The second-generation owner of the registered investment ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

Effective succession planning means preparing leaders not just for today’s challenges, but for a future that may look entirely different.

Companies can often represent a mirror of their leaders. Understand the top executive, and you’ll have a better chance to understand the why and how of the organization beneath. So, changes at the top ...

It’s a comical question, but it makes a serious point about the importance of preparing for leadership transitions before they occur. Staff members at Dancers’ Group, a small nonprofit that promotes ...

A solid succession plan places emphasis on the details. It provides a defined range of multiples, clear timelines, a clear deal structure or structures to choose from and a detailed framework for how ...

Few advisors have a formalized succession plan in place. But when advisors finally do commit to planning their exit, experts say the difference between a stalled exercise and a successful transition ...

Those were the top findings of an annual survey by private investment bank and financial advisory firm Brown Brothers Harriman (BBH), which sounded out nearly 500 family-owned and privately owned ...

LAS VEGAS (KLAS) — A new report says the NFL owners will be voting on a succession plan for the Las Vegas Raiders at their upcoming spring meetings. ESPN senior NFL Insider Adam Schefter posted the ...

Growing a 57-year-old franchise brand means planning is essential. For Shannon Iverson, vice president of development at Taco John’s, it also means preparing for the next generation of operators. “We ...