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These FAQs help family offices take a look at document management and retention practices, policies, technology systems and procedures.
When employing family members, it’s best to follow set hiring policies to help ensure success. Learn how to avoid generational failure.
Get key tips for bringing the next generation into the family business. These lessons learned can help propel the enterprise.
Alleviate the stress of your business sale or transition by addressing 10 key missteps many business owners make.
What is the secret to a successful business succession and transition for owners? It starts with a sound plan.
This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.
What can family business owners do to grow and protect wealth and ensure a strong foundation to meet the needs of the future?
Learn how a comprehensive business plan helps company leaders define long-term objectives and the steps to take to achieve them.
Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.
Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.
Selling shareholders should review requirements and considerations to determine if they can benefit from tax deferral on a sale to an ESOP.
The RSM Middle Market Leadership Council survey highlights succession planning’s vital role for middle market businesses.
RSM provides answers to some of the commonly asked questions regarding employee stock ownership plans (ESOPs).
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.
When selling your company, your employees may be the ideal buyer. Learn how ESOPs work within the frame of business succession strategies.
Gain control of your business succession planning. Establish initial goals, focus on core actions, plan today to minimize conflict tomorrow.
Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on succession planning goals.
Business succession financial planning requires introspection. You must quantify core capital needs and define estate and charitable goals.
Leading family through a successful family business transition is often emotional. Consider these issues in your succession planning.