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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

Experts say an advisory firm founder can optimize operations over several years to increase the firm’s attractiveness to ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you work for someone else, leaving a company can be as ...

Succession planning is one of the most critical tasks a business owner will face, yet it is often the most neglected. Many owners spend ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

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 has often been misunderstood or categorized as a single event: sell your entire book when you are ready to retire. AssetMark’s 2025 Advisor Succession Survey shows a different picture.

Discover proven exit strategies for investors and businesses to limit losses and boost profits, including methods for startups and established enterprises.