How should I approach succession planning?

Updated March 13, 2023.

Determine the goals you want to achieve with succession planning by considering the core values of your organization and how they might be achieved through succession. Take into account organization-specific statistics on turnover, retirement, and promotion to target important outcomes for your organization. We have found that reviewing your goals with your banker, your accountant, your insurance agent and your attorney helps to ensure that your goals can be met and that efforts to meet your goals are well coordinated.

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