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Business transition planning

A successful business transition starts with a sound plan — and it’s never too soon to start building that strategy. From pre-sale and estate planning to personal tax, learn from our experts as we help you navigate the complicated business transition landscape.
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Article
September 04, 2020

Preparing your business for a sale: Five tips to get it right

You’ve worked hard to build a successful business and you’re proud of where it’s at today, but you’re thinking about moving on. Here are five tips to sell at the best price and terms.

6 min read Read More
Business professional taking a phone call on a cell phone.
Article
October 20, 2020

Five critical steps for business owners approaching a sale

Selling your business is the culmination of a lifetime of work. It can be a stressful and emotionally charged undertaking that involves dozens of decisions affecting family, loyal staff, and you. To ensure the process runs smoothly, consider these five steps.
8 min read Read More
Close-up view of notebooks on a table.
Article
January 18, 2022

Thinking of selling? Maximize your return with sell-side tax due diligence

From maximizing transaction value to expediting the sale process to remediating tax exposure, here’s why it’s important not to overlook the crucial sell-side tax due diligence process.
3 min read Read More
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Article
February 11, 2021

Want to reward staff? Consider a nonqualified deferred compensation plan

A nonqualified deferred compensation plan can be a highly effective way both to motivate critical staff and to lay a strong foundation that supports the long-term success of the business you worked so hard to build. Here are five things you need to know.
5 min read Read More

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