At its core, business succession planning can be boiled down to two decision-making categories: the expected and the unexpected. In transition planning, the business owner decides how they will exit, ...

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 ...

Succession planning in the RIA industry is often treated as a legal exercise. Advisors draft documents and structure buy-sell agreements, assuming the hardest part is complete. In reality, that is ...

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.

For many families that have built their wealth through a closely held business, succession planning is often assumed, as if it will naturally occur when the time comes. In reality, for it to be done ...

Bud was proud of the successful business he started 40 years ago, from his initial small store he had expanded to several locations around the state with loyal employees, vendors and customers.

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Adi Vaxman, the Founder & CEO of Sheba Consulting and a seasoned leader with 30+ years of experience growing businesses and leading change. As a business owner, you've poured your heart and soul into ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

DWAPC encourages Indiana families and business owners to review estate plans, wills, trusts and succession documents in 2026. MUNCIE, IN, UNITED STATES, June 29, 2026 ...