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.
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
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

Business transition planning insights

More Insights
Image of stack of notebooks

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

Article / 3 min read
Multiple people sitting, listening to a presenter

Want to reward staff? Consider a nonqualified deferred compensation plan

Article / 5 min read
Man holding his cellphone and smiling

Preparing your tech company for sale: Key considerations to ensure maximum value

Webinar / 1 hour 9 min watch
Man sitting at a desk, talking on a phone

Five critical steps for business owners approaching a sale

Article / 8 min read
Middle aged man sitting in a chair on his deck.

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

Article / 6 min read
Woman standing by a brick wall on a tablet

Selling your business? Start with your personal finances

Article / 7 min read
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