Many families have stories about what goes wrong when transition planning is ignored. Lance Woodbury (pictured at top) specializes in legacy planning, land transitions and succession for more than 25 ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

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 ...

It’s never too early to think about how your family business will continue into future generations. With that in mind, where is your family business today in its succession planning journey? These ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...

A succession plan is an outcome of a systematic process where key positions are reviewed for potential short- and long-term succession issues. The purpose is to enable business performance by ...