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.
Business transition planning insights
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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.

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.

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.

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.

Selling your business? Start with your personal finances
Thinking of selling your business in the next few years? If so, start your personal financial planning now to save a lot of regret later. Here’s how to prepare for the most important liquidity event of your life.

Succession planning: The C-suite guide for low-risk leadership transitions
Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.