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Why It’s Time to Retire Your “Someday” Strategy for Succession For so many, the question this title poses prompts a bit of a “waffly” denial that, they’ve got a plan, “it’s just not right time.”  [...]

The #1 Secret for NextGen Succession Readiness  Something I see a lot at the outset of a succession planning engagement, is an undercurrent of nervous energy. A sense of excited anticipation is [...]

Are You Succession Ready, Willing and Able? Founders and senior shareholders are waking up ready, now more than ever, for succession planning as the challenges of 2020 mount without a predictable [...]

Something I hear from wealth management professionals over and over amid the global pandemic are the wistful words, “When we get on the other side of this…” Which is usually followed by, [...]

As I sit down to write, the global pandemic continues its shattering impact on every facet of human life as we knew it.  Saying this is unprecedented is a gross understatement. Yet, in the midst, [...]