Ideas & Insights

Learn how sell-side due diligence can help maximize value and minimize negotiations.

Selling shareholders should review requirements and considerations to determine if they can benefit from tax deferral on a sale to an ESOP.

RSM provides answers to some of the commonly asked questions regarding employee stock ownership plans (ESOPs).

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

Get key tips for bringing the next generation into the family business. These lessons learned can help propel the enterprise.

Learn how a comprehensive business plan helps company leaders define long-term objectives and the steps to take to achieve them.

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

Mezzanine recapitalization may provide a capital raising option for middle market businesses, but there are key conditions to consider.

Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.

Learn how to view the value of your business through the eyes of a buyer and what you can do today to plan for a successful transaction.

What is the secret to a successful business succession and transition for owners? It starts with a sound plan.

When selling your company, your employees may be the ideal buyer. Learn how ESOPs work within the frame of business succession strategies.

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.

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

Strategies to consider to meet your personal objectives without succumbing to frequently overlooked planning traps.

The ins and outs of estate planning strategies and key provisions of the proposed regulations to section 2704 and how to prepare.

During this 60-minute webcast, RSM professionals explored various options to consider when preparing for business succession.

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

Employee stock ownership plans can be attractive to business owners, employees and companies overall. Learn how each stakeholder benefits.

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

Alleviate the stress of your business sale or transition by addressing 10 key missteps many business owners make.

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

Given the complexities of selling a business, the situations under which it doesn’t make sense to work with an investment banker are few.

Family offices can streamline operations to gain efficiency across many strategic areas, including tax planning, accounting and bill pay.

These FAQs help family offices take a look at document management and retention practices, policies, technology systems and procedures.

Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.

Learn how to avoid post-closing disputes that can derail transactions and result in increased costs, strained relationships and litigation.

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

Learn how the details affect price in cash-free, debt-free deals.

Learn how the definition of fair value and case law in numerous jurisdictions affects valuation issues in dissenting shareholder cases.

Gain control of your business succession planning. Establish initial goals, focus on core actions, plan today to minimize conflict tomorrow.

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

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on succession planning goals.

Business succession planning requires introspection and practical action. What should you consider when planning to sell your business?

Business succession financial planning requires introspection. You must quantify core capital needs and define estate and charitable goals.

What can family business owners do to grow and protect wealth and ensure a strong foundation to meet the needs of the future?

RSM succession and estate planning strategies manage a family’s complex estate plan, helping to reach their short and long-term financial goals.

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

We’ll discuss revenue recognition, goodwill, tax reform and the regulatory examination process specific to employee stock ownership plans.

When employing family members, it’s best to follow set hiring policies to help ensure success. Learn how to avoid generational failure.

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

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

RSM’s Charlie Ratner discusses the future of the estate tax and areas of focus for estate planning given the current state of play.