Ideas & Insights

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.

We’ll discuss revenue recognition, goodwill, tax reform and the regulatory examination process specific to employee stock ownership plans.

Given the complexities of selling a business, the situations under which it doesn’t make sense to work with an investment banker are few.

Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.

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 offices can streamline operations to gain efficiency across many strategic areas, including tax planning, accounting and bill pay.

Planning for and managing through a business succession means thoughtfully and objectively answering three important questions. Learn more.

Employee stock ownership plans can be attractive to business owners, employees and companies overall. Learn how each stakeholder benefits.

RSM’s Charlie Ratner discusses the future of the estate tax and areas of focus for estate planning given the current state of play.

The ins and outs of estate planning strategies and key provisions of the proposed regulations to section 2704 and how to prepare.

Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.

During this 60-minute webcast, RSM professionals explored various options to consider when preparing for business succession.

Deliberation of succession planning issues that arise in your business and professional services firm can reduce financial and emotional woes.

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.