Succession Planning Archive

TLDRMany strategic plans fail not because the strategy is wrong, but because too much depends on a few people. When leadership dependency and continuity risks go unexamined, execution becomes fragile…

Leadership Orientation Guide Every organization will experience transition. The only question is whether it happens by design or by default. This checklist is designed to help you reduce preventable risk…

By George McConechy, CIM, CFP, CIWM, FMA, PFP, FCSI Portfolio Manager at Raymond James Ltd. George McConechy is a Portfolio Manager and wealth advisor who works closely with business owners…

By Shabir Ladha, CPA, CA, FEA, ICD.D Shabir Ladha is a Chartered Professional Accountant with extensive experience in financial reporting, valuation, and transaction advisory. He works closely with business owners,…