We've talked about Maths and Timing in the last few weeks, now comes the hardest part of a Succession Plan - The People.  Identifying a...

You can never do succession too early, but you can do it too late - Tim Lane. We often speak about the time you need to execute a...

We've talked about what Succession Planning is, now let's look at the three key inputs. Maths + Timing + People.  With regard to Maths,...

Like everything in life, knowing Why you are doing something usually makes the task easier, or in certain setting even meaningful.  We...

We often talk about 'Succession Plans' or 'Succession Planning', but what actually is it? A succession plan is a document that details...

We’ve seen some recent examples of businesses leading the way with introducing meaningful equity to key employees.  A recent example is a...

At a conference back in 2020, FinConnect Advisory Group's Tim Lane stated that he was a Custodian of our Business, and that he thought...