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Exit and Succession Planning

Articles 21 - 30 of 31

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

Learn more about how succession plans can help you to prepare for a smooth transition to ensure that changes do not affect normal operations.

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.
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Considerations for Transitioning Your Business

Learn more about what a business owner should consider before deciding how they would like to transition their business.

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

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

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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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.

Are You Ready for Your Big Game?

Learn about the key steps that business owners can take when preparing their succession planning strategy.
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