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Ideas & Insights


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
  • |

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.