Succession Planning Resources

One of the upsides to owning a small business is the chance to provide a financial legacy for your family members to participate in after you exit the business....

Determining the right successor for your family business can be more complex than it first appears. Sometimes what looks good on paper doesn’t play out we...

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities t...

Some small to midsize businesses engage in regular strategic planning, others let it fall by the wayside and adhere to a more “fly by the seat of our pant...

At some point, every business owner leaves the company, either voluntarily through retirement or otherwise. Some businesses will outlive their founders. Others ...

Construction company owners are great at completing projects, but many struggle to properly build a succession plan. Even if your retirement is decades away, it...

Does your organization have a succession plan in place? And, if it does, is it well documented? Some not-for-profits delay detailed succession planning, thinkin...

Does your organization have a succession plan in place? And, if it does, is it well documented? Some not-for-profits delay detailed succession planning, thinkin...