Mr. Morrow advises small business owners to start the process early: three to five years or more – and that’s in the case of ...

Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...

Stephen Pauwels, Co-Founder and Principal at BridgePoint Financial, sat down with Canadian Lawyer to discuss the unique challenges law firms face when it comes to succession planning, the trends he’s ...

The tendency to fixate on financial structures rather than leadership preparation stems partly from the discomfort of ...

Through strategic planning, the family transformed their winemaking roots into a celebrated brewery in Tatamagouche, N.S.

Farm families have been calling in lawyers, accountants and business advisors to help with their transition planning for ...

The Dynasty Mind Series returns in 2024, with six brand new thought-provoking articles, designed to give you a new ...

A successful business owner must balance the intricacies of growing a business with the nuances of managing your personal ...

Buffalo Exchange's change of hands from mother to daughter officially happened in early 2024, but the handover process was ...

Disney's process to identify CEO Bob Iger's successor will officially include external candidates as well as four current ...

Having been engaged in succession planning discussions for some time, the Board and I are fully aligned on the process and transition to CAE's next CEO. Over the decades, I have been able to work ...