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Business Ownership and Management Succession Planning

Planning for the succession of a business means weighing dozens of competing and sometimes conflicting issues:

  • Should the business stay in the family or should you sell?
  • How and when should you transfer control?
  • How do you communicate and document your goals and vision?

RSM works with you to address these and other issues from a personal, financial and operational perspective, and to design a succession strategy that matches your vision and fits your circumstances.

See below for more insights on business succession planning and some of the related tax issues business owners should consider.


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Survey highlights succession planning in middle market businesses

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Survey highlights succession planning in middle market businesses

The RSM Middle Market Leadership Council survey highlights succession planning’s vital role for middle market businesses.

Exit strategies using compensatory techniques

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Exit strategies using compensatory techniques

Less commonly considered succession planning tools can tackle the challenge of a limited market of buyers for a closely held business.


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3 big questions about your business succession plans

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3 big questions about your business succession plans

Planning for and managing through a business succession means thoughtfully and objectively answering three important questions. Learn more.

Section 7520 rate ticks up for January, but that's not the big news

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Section 7520 rate ticks up for January, but that's not the big news

Repeal of the estate tax would have immediate impact on the fundamental components of a business owner’s succession plan.

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Selling your business in a post-election world

In light of a Trump presidency, what should business owners consider when planning their business sale? Learn more.

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