A majority of family businesses don’t have a clear succession plan. And that’s a big problem. When it comes time to transition the business, tough decisions are often made under pressure, not with a solid plan in place.
To The Point: A MarshBerry Video Series
66% of Family Businesses Lack a Succession Plan
January 13, 2026
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
