Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When most people think about retirement planning, they’re focused on their ...

When firms wait too long to plan, they often have no choice but to hire externally. That can be damaging at the management ...

Succession planning is a critical aspect of business strategy, yet many business owners often overlook it. It involves creating a plan for someone to either own or run your business after you retire, ...

Developing a personal estate plan is difficult enough, but when you own a business, the difficulty level can go nearly off the scale. Not only do you have to consider how to pass on or dispose of your ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business transition planning and leadership succession ...

For generations, Wisconsin cranberry farms, like potato farms, have been more than businesses—they’ve been legacies. Passed ...

Year after year, in survey after survey, nonprofit organizations have identified succession planning as their No. 1 concern. But they are missing an answer hidden in plain sight: developing leaders ...

Years ago, the owner of a small insurance firm that was about to change hands came to the law office where Jere Doyle was practicing at the time. The business owner "had the terms written down on a ...

Sejong Law Firm (Managing Partner Oh Jonghan) has launched the "Future Inheritance Center" to proactively address inheritance and succession issues.

In celebration of National Entrepreneurs Month, MontanaroLaw, P.C., a premier New York law firm serving individuals and businesses throughout ...