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Exit and Succession Planning

Articles 1 - 10 of 29

Exit and Succession Planning – The Challenges of What’s Next

Learn more about the potential challenges surrounding Exit and Succession Planning under Biden's Administration Federal Tax Proposals specific to Capital Gains Tax Rate, Gift and Estate Asset Transfers and PPP.

Considering an Exit of Your Business? Start Planning Now

Learn more about how proactive planning can benefit you and your business when contemplating a sale.

Valuing a Business: Why Your Deli (Likely) Isn’t Worth $100 Million

Learn more about business valuation and how it determines value to potential investors.

Thinking About Selling Your Business? Here Is Your Checklist to Get Prepared

Review the checklist to ensure you maximize the overall results if you are thinking about selling your business.
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Starting the Exit and Succession Planning Process

Learn more about the upcoming Schneider Downs Exit and Succession Planning webinar series to help business owners navigate their way to the next step.
Read more about what could be included in a letter of intent and how it can be a beneficial tool in estate planning.

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.

You, Your Exit Plan and Your Options

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

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.
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