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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.
Wealthy business professional sitting in their summer vacation home.
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.

Article / 6 min read Read More
Close-up view of notebooks on a table.
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.
Article / 3 min read Read More
Conference attendees watching a presentation.
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.
Article / 5 min read Read More
Business professional taking a phone call on a cell phone.
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.
Article / 8 min read Read More

Business transition planning insights

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Image of stack of notebooks
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.
Article / 3 min read
Multiple people sitting, listening to a presenter
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.
Article / 5 min read
Man sitting at a desk, talking on a phone
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.
Article / 8 min read
Middle aged man sitting in a chair on his deck.
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.

Article / 6 min read
Woman standing by a brick wall on a tablet
August 18, 2020

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.
Article / 7 min read
motion image of people leaving office space
March 13, 2020

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.
Article / 4 min read