United States

Ownership succession planning: 3 approaches


Business owners should always anticipate the unexpected when it comes to succession planning. Careful planning makes strategic decision-making much easier and helps you avoid any pitfalls, whether you are looking to transition today or in years to come. 

As the owner of a closely held business, how do you decide how and when to transition your business and, just as importantly, who will help you through this process?

During this 60-minute webcast, RSM professionals explored various options to consider when preparing for the business succession, including family transition, a management buyout and/or employee stock ownership plan, or a sale to a financial or strategic buyer. Topics include:

  • Pros and cons of the three most common selling strategies
  • Tax and advisory considerations for each option
  • Building your support team          

View webcast recap

Download webcast slides


Event details

Who should attend
Business owners, tax professionals, chief financial officers and controllers


More information:
Email us or call +1 800 274 3978.