Internal Succession

This is actually the first step you should take when evaluating your firm’s ability to execute an internal succession strategy or plan. Many firms begin

Admittedly there is more than one component necessary to developing a successful internal succession solution. But if we had to choose just one based on

In summary, your shareholder/partner/operating agreement could single-handedly implode your internal succession plan. A dramatic statement? Yes, we agree it is but it does have significant

One of the major challenges to internal succession is the measurement of internal capacity and available talent against the projected timeline of the partner(s) succession.

The internal succession readiness assessment is an involved process and will focus on the following key questions: Can your firm obtain the necessary talent? Can

Many firms find out too late they are not prepared for partners to leave or retire as they thought. Here are some helpful things to