Five Phases of Succession Planning
Think through these steps to create a rewarding and effective transition.
Succession and Estate Planning
Succession and Your Second Mountain
November 18, 2019
"The Second Mountain: The Quest for a Moral Life" by David Brooks offers an effective metaphor for succession planning.
Legacy Beyond Land
October 18, 2019
Set examples for future generations by embracing values over assets.
The Steps to Succession
August 18, 2019
While the culture, history and personalities in every family business are unique, three common practices are the keys to success.
The Importance of Structure
June 18, 2019
Spend time on one of the variables in the operation over which you have control.
Self-Awareness For Success
November 18, 2018
An effective transition requires knowledge of both strengths and weaknesses.
The First NEXT STEP
November 18, 2018
Focus on efforts that work in combination to help create a comprehensive estate plan.
What's Really Important
June 18, 2018
Succession planning extends beyond financial and physical assets.
Succession Planning: Where Do We Go From Here and How Do We Get There
June 18, 2018
Transferring a new generation is one of the most important business processes.
Changing The Chain of Command
March 18, 2018
An organizational structure and defined roles help in the transition to new leadership.