Succession Planning Archive

The Accounting Foundation of Succession
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,…
The Legal Foundation of Succession
Succession planning often starts with documents. In reality, it should start with clarity. From a legal perspective, most of the challenges that arise in succession are not caused by poorly drafted agreements. They…
The Insurance Foundation of Succession
By Jason Desaulniers CFP®, CLU, CIM, CHS. Certified Financial Planner®., Business Insurance & Succession Advisor Jason Desaulniers is a Certified Financial Planner and Business Insurance and Succession specialist with nearly…
Succession Planning – Crisis Conversation Guide
Unexpected leadership transitions can create immediate risk for any organization. Whether due to illness, departure, or unforeseen events, many businesses are unprepared for a sudden change in leadership. This succession…

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