This guide will assert the estate planner to work with business owners or other family members as they plan for succession.

Who will lead your organization into the future? Have you created the systems to properly implement required succession transitions? Have you put the financial

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi

Leaders leave. It’s inevitable. It might even happen today. Are you prepared? Every organization needs a plan for leadership succession, but few leaders know