Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

Lyons Wealth Management reinforces its commitment to personalized financial planning designed to preserve wealth and support structured succession planning.

Succession Reality Check is designed as a business continuity and succession planning checklist, providing advisers with a ...

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 ...

Discover a powerful three-bucket framework that safeguards your business legacy, provides financial security, and creates clear pathways for your life after exit—essential reading for business owners ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

Although a board of directors’ top responsibility is CEO succession planning, too many fail to adequately engage in the process. It was a pivotal moment in my career—I had just been named CEO of ...