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Considerations for adding key leaders to your ownership team

Our succession planning and HR advisors help you weigh the implications of adding key leaders to your ownership team.

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M&A transactions

It’s important to understand how taxes factor into M&A transactions

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Buying or selling a business? It may be the most important transaction you ever make. So it’s important to seek professional tax advice as you negotiate.

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Valuations can help business owners plan for the future

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Most business owners know that a valuation will be necessary if they decide to sell their companies. But there are other reasons to consider a business valuation.

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Critical Factors of Succession Planning

Look carefully at three critical factors of succession planning

Succession planning is an important part of the strategic planning process for every business owner. From a big picture perspective, there are three primary things you’ll need to think about.

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Planning an exit strategy for your manufacturing company

Planning an exit strategy for your manufacturing company

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It’s smart for manufacturing business owners to have a well-planned exit strategy. Do you know what your plan should cover?

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Avoid succession obstacles with a buy-sell agreement

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If your business has multiple owners, we strongly advise building a buy-sell agreement into your succession plan. Learn more about how these agreements work and why they’re important.

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How to prepare your closely held business for an internal succession

Transitioning your business to a family member or longtime employee can be a way to keep your company independent while creating a rewarding experience for all. If you’re envisioning an internal succession, here are a few things you can do now to facilitate a smooth transition.

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