Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Succession planning is essential for business owners, art collectors, and ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

Hospital CEO turnover is at an all-time high, and one in three practicing physicians in the U.S. is over the age of 65 and close to retirement, with six in 10 physicians saying it’s likely their ...

Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

Succession planning enables the transition of leadership roles to support the ongoing operations of a business. Business owners should be thinking about their succession plan throughout their lives, ...

Bron introduces MPC-based digital inheritance for crypto wallets, solving seed phrase succession issues for wealth managers ...

Consolidation risk is not limited to smaller operations. Succession gaps, management transitions and strategic exits are driving consolidation regardless of size.