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business advisors

ESOPs as a Succession Planning Tool

Employee Stock Ownership Plans (ESOPs) are often misunderstood as just a retirement benefit or employee incentive. In reality, ESOPs can function as...

business advisors

What Is a Triggering Event in Exit Planning?

Discover what a triggering event is in exit planning, see practical business triggering event examples, and learn how advisors use them to start...

business advisors

What Is a Unified Succession Planning System?

A unified succession planning system puts all your people, roles, and leadership plans in one place. It helps advisors spot future leaders, reduce...

business advisors

Best Software for Succession Planning in 2026

Best software for succession planning in 2026. Learn what to look for in modern succession planning tools, compare top platforms, and see why Maus...