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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.
Middle aged man sitting in a chair on his deck.
6 min read
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.

Joe Wagner
Article September 4, 2020 6 min read
Woman standing by a brick wall on a tablet
7 min read
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.
Kevin Benson Wealth Management
Article August 18, 2020 7 min read
motion image of people leaving office space
4 min read
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.
Stan Hannah
Article March 13, 2020 4 min read
image of chairs arranged as an arrow
3 min read
The four myths of succession planning: Are they holding you back?
We all know that succession planning is important, but why do so many of us feel our plans are ineffective? If you’re buying into these four myths, it could be getting in the way of a successful business transition.
Stan Hannah
Article February 27, 2020 3 min read

Deep dive: Transitioning your business

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