Our Thoughts On Archive

Exit and Succession Planning

Articles 11 - 20 of 35

Estate Planning, Exit and Succession Planning
Carol Murray | 3.3.2021

Letter of Intent?

Read more about what could be included in a letter of intent and how it can be a beneficial tool in estate planning.

Exit and Succession Planning, Wealth Management
Alissa Garcia | 2.4.2021

The Importance of a Personal Financial Plan During Exit Planning

Better understand successfully ensuring a bright financial future during Exit Planning while considering your personal financial plan.

Exit and Succession Planning
Kari Tallarico Owens | 1.25.2021

You, Your Exit Plan and Your Options

Learn more about your options when planning to exit your business.

Business Process Optimization, Exit and Succession Planning, Risk Advisory/Internal Audit
Carley Taslov | 11.25.2020

Successfully Transitioning Significant Processes During Business Succession

When preparing to exit their business, many owners will need to hand off the tasks for which they have always been responsible. It comes with the territory

Exit and Succession Planning, Tax
Kayla Huston | 11.24.2020

Selling Your Business to the Next Generation While Deferring Tax Liability and Supporting a Favorite Charity

Learn more about how to pass your business along to the next generation and succession planning considerations.

Business Advisors, Exit and Succession Planning
Andrew Trettel | 11.11.2020

Key Value Indicators in Evaluating a Business

Learn about the key-value indicators essential when evaluating a business including customer relationships.

Exit and Succession Planning, Tax
David Mitros, Justin Steele | 10.29.2020

S Corporation Rollover Equity – Involve Your CPA Early and Often

Learn more about structure considerations to make when selling your closely held or family-owned business.

Data Analytics, Exit and Succession Planning
Matthew Kraemer | 8.12.2020

Using Data to Build Value

Learn more about how to build value with a data analytic program and need to avoid producing dark data.

Business Advisors, Due Diligence , Exit and Succession Planning
Marc Brdar | 8.1.2020

Greasing the Skids: Sell-Side Due Diligence

Contemplating a company sale? Some reasons to consider sell-side due diligence After many years of hard work and dedication, you’ve made the decision

Estate Planning, Exit and Succession Planning
Melanie LaSota | 8.1.2020

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

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