Ideas & Insights

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

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.

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

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

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

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