Retirement Archives - Plus Delta Consulting, Inc.

Ten Pitfalls to Avoid with Your Family Business Succession Planning

Jeremy Lurey — Wed, 14 Oct 2015 20:22:27 +0000

Succession planning in any business can be challenging. Finding a qualified candidate to replace yourself; being ready, willing, and able to let go; and ultimately orchestrating the many handoffs with your customers and staff takes not just personal commitment but…

Learning from a Legend: Letterman’s Legacy on Succession Planning

Jeremy Lurey — Thu, 21 May 2015 18:06:22 +0000

After 33 years on the air and over 6,000 shows, David Letterman is now the longest-serving late-night talk show host in TV history. He started “Late Show with David Letterman” in the Ed Sullivan Theater in New York City for…

Plus Delta’s CEO Leads Succession Planning Workshop at Alliant International University

Jeremy Lurey — Tue, 24 Mar 2015 16:26:34 +0000

With 10,000 Baby Boomers reaching retirement age every day, succession planning has never been more important than in today’s multi-generational workforce. Unfortunately, there are not nearly enough GenX or Millennial leaders available to fill those shoes. In addition, those who…

Plus Delta Recognized as Best Management Consulting Firm for Driving Greater Value for Clients

Jeremy Lurey — Wed, 15 Oct 2014 08:00:30 +0000

Wealth & Finance International’s 2014 Wealth & Money Management Awards commend those working within the investment and financial services community from asset managers, wealth managers, private bankers and financial planners to brokers, banks, family offices, financial advisory firms and consultants.…

Plus Delta CEO Jeremy Lurey Talks Succession Planning on ExitCoach Radio

Jeremy Lurey — Tue, 17 Jun 2014 17:58:01 +0000

With nearly 10,000 Baby Boomers reaching retirement age every day, many business owners need to seriously consider who will succeed them as President or CEO in the not-too-distant future. Other business leaders simply need to build healthy pipelines of Next…

Succession Planning Workshop: “Developing and Mentoring Your Next Generation Leaders”

Jeremy Lurey — Tue, 25 Mar 2014 19:05:38 +0000

With nearly 10,000 Baby Boomers reaching retirement age every day, we are in an unprecedented period in organizational life and must consider the implications for our future. Many business owners and leaders need to determine who will succeed them as…

Succession Planning Webinar – “The NextGen of Talent Management: Ensuring Your Success with Succession Planning”

Jeremy Lurey — Fri, 07 Mar 2014 09:45:48 +0000

With four generations of men and women in the workforce, we are in an unprecedented period in organizational life these days – one never experienced before. Beyond that, nearly 10,000 Baby Boomers are now reaching retirement age every day. That…

From Generation to Generation: Keeping Your Family Business Alive and Well after You’ve Moved On

Jeremy Lurey — Thu, 20 Feb 2014 18:29:28 +0000

Do you have any idea how rare it is for family businesses to successfully pass the baton from generation to generation? Just making the transition from one CEO to another in a corporate environment is hard enough. For most family…

Putting the Horse Back in Front of the Cart with Leadership Succession

Jeremy Lurey — Thu, 06 Feb 2014 08:00:16 +0000

Why is it that so many leadership succession processes begin when that very business executive we need to replace announces he or she is going to retire? Isn’t that like having the horse in back riding alongside the driver rather…

Focusing on the How in Succession Management, Not the Who!

Jeremy Lurey — Tue, 01 Oct 2013 15:00:48 +0000

I support a lot of individual business leaders and owners who are quickly turning their attention to their “third acts” in life. In every one of these situations – whether it’s the third-generation business leader maintaining the family’s traditions for…