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Business Ownership and Management Succession Planning
Planning for the succession of a business means weighing dozens of competing and sometimes conflicting issues:
- Should the business stay in the family or should you sell?
- How and when should you transfer control?
- How do you communicate and document your goals and vision?
RSM works with you to address these and other issues from a personal, financial and operational perspective, and to design a succession strategy that matches your vision and fits your circumstances.
To help business owners through key readiness considerations, RSM established the Center for Business Transition.
See below for more insights on business succession planning and some of the related tax issues business owners should consider.
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.
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.
Given the complexities of selling a business, the situations under which it doesn’t make sense to work with an investment banker are few.