Articles/Press
Set Your Successors Up For Success
Families often delay succession planning because they are concerned family dynamics will shift when a senior leader begins to transition. Postponing the decision to address the dynamics between your heirs creates a high-pressure environment for all. As timelines get...
Three Steps To Overcome Family Dysfunction
Succession planning is often delayed or derailed due to dysfunction in the family. When a group struggles to work effectively together, there are three options: 1) Figure out how to work through it. 2) Ignore it. 3) Decide that you will not work together. This option...
5 Steps for Successful Business Planning
Succession planning, by nature, can be complex. As with any activity that has an element of complexity, the more clarity that there is, the easier it will be to keep things moving forward. A comprehensive succession plan should account for not only the transition of...