Ideas & Insights

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

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.

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

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.

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.

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.