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Exit and Succession Planning

Articles 11 - 20 of 31

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.

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.
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Using Data to Build Value

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

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

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

COVID-19 AND THE M&A MARKET: DEAL VOLUME AND VALUE

Learn more about the current state of the M&A Market since the U.S. economy shut down due to COVID-19.
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What to Expect During a Sale Transaction

Once they decide to move forward, many owners plow straight in and starting looking for a buyer. Good idea, but not so fast. Slow down. Think about your
The two-month COVID-19 economic crisis has significantly disrupted the M&A deal market. While there are examples of transactions that have closed,
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