Insight Tag: Succession Planning

Leaving behind your ideal legacy takes solid succession planning. Find out your next steps to developing an exit plan that works for you.

How much thought have you put in to the exit/succession phase of business ownership?

Are you ready to talk about how to leave your business? Great! We've listed out your options.

Succession planning is a series of decisions about how your business will operate and who will take over when you're gone. Have you thought about your next steps?

Employee Stock Ownership Plans (ESOPs) are growing in popularity. Are they right for you?

Generally speaking, we recommend all business owners to review their buy-sell agreement annually from a legal and valuation perspective. If you don’t, there might be some unfortunate news in your future. Read on to learn more.

President Trump signed the Tax Cuts and Jobs Act of 2017 into law on Dec. 22, 2017, triggering discussions about the various income tax implications, but little is being said about how this legislation will impact succession planning for business owners. Read on to find out more.