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  2. Succession planning - Wikipedia

    en.wikipedia.org/wiki/Succession_planning

    A 2004 CIBC survey suggests that succession planning is increasingly becoming a critical issue. The CIBC estimated that by 2010, $1.2 trillion in business assets would be poised to change hands. [10] Research indicates many succession-planning initiatives fall short of their intent. [11] "Bench strength", as it is commonly called, remains a ...

  3. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

  4. CEO succession - Wikipedia

    en.wikipedia.org/wiki/CEO_succession

    CEO succession is the process by which boards of directors of an organization ensure that it can transition to a new CEO when their existing CEO retires or can longer carry out their CEO position. It is a part of succession planning to ensure continuity in leadership from one person to the next holding the CEO position.

  5. List of ERP software packages - Wikipedia

    en.wikipedia.org/wiki/List_of_ERP_software_packages

    This is a list of notable enterprise resource planning (ERP) software. The first section is devoted to free and open-source software , and the second is for proprietary software . Free and open-source ERP software

  6. Exit planning - Wikipedia

    en.wikipedia.org/wiki/Exit_planning

    Exit planning is the preparation for the exit of an entrepreneur from their company to maximize the enterprise value of the company in a mergers and acquisitions transaction and thus their shareholder value, although other non-financial objectives may be pursued including the transition of the company to the next generation, sale to employees or management, or other altruistic, non-financial ...

  7. 6 Banks With Free Life Insurance, Goal-Planning Apps ... - AOL

    www.aol.com/finance/6-banks-free-life-insurance...

    This article originally appeared on GOBankingRates.com: 6 Banks With Free Life Insurance, Goal-Planning Apps and More Amazing Non-Monetary Perks. Show comments. Advertisement. Advertisement.

  8. IFPS - Wikipedia

    en.wikipedia.org/wiki/IFPS

    IFPS was an essential financial model-development tool for long range planning and strategic planning, popular business practices in the 1980s. As an "English-like" language, IFPS made it very simple to express relationships among financial concepts without having to worry about sequential logic, as the program would figure out dependencies ...

  9. Forced heirship - Wikipedia

    en.wikipedia.org/wiki/Forced_heirship

    The legitime is equal to 25% of the patrimony (if one forced heir); or 50% (if more than one); and each forced heir will receive the lesser of an equal proportion of the legitime or what they would have received through intestacy (LCC art. 1495, Succession of Greenlaw). If a person who would have otherwise qualified as a forced heir dies before ...

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