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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.
Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.
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.
Successful succession planning requires discipline. RSM business succession professionals share tips building a team and transition tips.
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.
Mezzanine recapitalization may provide a capital raising option for middle market businesses, but there are key conditions to consider.
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.
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.