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Exit and Succession Planning

Articles 1 - 10 of 35

“Constructing” Your Estate to Meet Your Needs

Learn more about the steps to protect your business interests and beneficiaries.

Planning Considerations for Business Transitions

Learn more about key business, personal, and financial planning considerations for business transactions.

SD Auto Advisors Continue to Work on Our Own Succession Plan

Learn more about the Schneider Downs automotive industry group and how succession planning is crucial to the business.

Succession Planning: Begin before the End

Read further about how to successfully prepare for exit succession planning.
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Estate and Succession Planning: Eat the Elephant!

Read Part One of our Exit and Succession Planning Series on why it's never too early to begin forming your estate plan.

How Your Age Shapes Your Exit Plan

Learn more about the importance of age and generational factors in determining how business owners approach exit planning.

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.
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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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