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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.

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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.

Ownership transition planning. Is your business prepared?

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Ownership transition planning. Is your business prepared?

Learn how and when to negotiate a sale for a successful ownership transition.

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Consider the tax treatment of stock redemptions in family businesses

Family attribution rules can cause complete corporate redemptions to be characterized as dividend distributions rather than exchanges.

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Considering using IRA funds as a source of business start-up capital

While a popular subject in the financial press, using IRA funds as start-up capital involves tax complexities that can lead to dire results.

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Related Resources

Business Succession Planning

UPCOMING RSM TAX EVENTS

IN-PERSON EVENT

2016 Fall tax summit series

ON DEMAND WEBCAST

Business growth: Workforce tax considerations

  • January 20, 2016