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Ideas & Insights

 









Insight Article

Who controls an ESOP-owned company?

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

  • Bushman, Anne
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Video

Business succession planning considerations

Successful succession planning requires discipline. RSM business succession professionals share tips building a team and transition tips.

  • Gorochow, Mitch
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Insight Article

Organizational alignment assessment

Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.

  • Jensen, Bob
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Insight Article

Preparing for a leadership shift

Deliberation of succession planning issues that arise in your business and professional services firm can reduce financial and emotional woes.

  • Rosenthal, Barry
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White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.








Insight Article

Family Business Transition

Leading family through a successful family business transition is often emotional. Consider these issues in your succession planning.





Insight Article

Working capital: The new negotiating tool

The working capital process requires creativity as well as diligent attention to details from the beginning to the end of a transaction.

  • Spizman, Bill
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