A farm’s succession plan is complex. And with ever-changing laws and family dynamics, it can be hard to make sure everything gets taken care of in the process. Kansas attorney Jim Angell recently ...

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 ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you're ready to move on? A comprehensive succession plan can help answer ...

Whilst many individuals (collectively, the “Individuals”, each an “Individual”) are aware of the importance of succession planning to preserve continuity and stability in the transfer of assets upon ...