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 ...

The succession planning process is essential to any business, regardless of the times. However, when times are uncertain, planning ahead becomes even more critical. As of this writing, various factors ...

Many families have stories about what goes wrong when transition planning is ignored. Lance Woodbury (pictured at top) specializes in legacy planning, land transitions and succession for more than 25 ...

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 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 ...

There is perhaps nothing more constant in the financial planning industry than the talk of an aging advisor population rumbling toward retirement with too little focus on succession planning.

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...