Ideas & Insights

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

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

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.

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.

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.

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.

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 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?