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.

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

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 ...