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Exit and Succession Planning

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Are You Prepared for the Next Stage of Your Business?

You’re a successful business owner who’s devoted all your time and effort into growing your company to be a best-in-class provider in the industry.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

The Value of Business Process Analysis in your Succession Plan

Are you planning to exit your business in the next 5-10 years? Have you thought about succession plans for your business? Large companies typically incorporate

ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

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Considerations for Transitioning Your Business

There are several things a business owner should consider before deciding how they would like to transition their business to the next generation, company

Thinking About the Future: What’s Your Plan? (MDR)

We’ve all heard the saying, “Fail to plan, plan to fail.” This is extremely pertinent if you’re thinking about transitioning your

Asset vs Stock Deal: What’s Best for Me When Selling My Business

You’ve been approached about selling your business. After phoning your spouse to share the good news, you call your succession planning advisor.

Succession planning starts with what’s next

What makes a business successful? In many small businesses, the owner is the principal driver to that business, particularly from a technical and sales

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Tax Considerations When Selling Your Business

There are many things to consider when preparing to sell a business. Some of the items are strategic business considerations, financial considerations

Are You Ready for Your Big Game?

Wait, what Super Bowl? Didn’t chances for our Super Bowl end sometime in the second quarter of Week Two? Well, while that may have been arguably

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