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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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3 min read
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.
Robert Shefferly III
Article January 18, 2022 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 11, 2021 5 min read
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1 min read
Preparing your tech company for sale: Key considerations to ensure maximum value
Join Plante Moran and PMCF experts for an on-demand webinar designed to help you position and prepare your technology company for a sale.
Josh White
Webinar November 18, 2020 1 min read
Man sitting at a desk, talking on a phone
8 min read
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.
David Stahl Wealth Management
Article October 20, 2020 8 min read

Deep dive: Transitioning your business

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