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

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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