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Exit and Succession Planning

Articles 1 - 10 of 24
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.

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
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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.

Key Value Indicators in Evaluating a Business

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

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.

Using Data to Build Value

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

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
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