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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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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
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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
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5 min read
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.
Katie Redle Wealth Management
Article February 24, 2020 5 min read
Walking by a flower shop
3 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Your business is your livelihood — something you’ve been building for years. Here are three best practices to protect it in order to ensure that subsequent generations understand just what they’re inheriting.
Dawn Jinsky Wealth Management
Article February 5, 2020 3 min read

Deep dive: Transitioning your business

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