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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.



Related insights

INSIGHT ARTICLE

Why we call it business transition planning

What is the secret to a successful business succession and transition for owners? It starts with a sound plan.

Keeping the business in the family: Third generation's challenge

CASE STUDY

Keeping the business in the family: Third generation's challenge

Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.

INSIGHT ARTICLE

Business planning: Why conduct a multiyear strategic financial plan

Learn how a comprehensive business plan helps company leaders define long-term objectives and the steps to take to achieve them.

VIDEO

Business succession planning considerations

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

Why consider working with an investment banker when selling a business

WHITE PAPER

Why consider working with an investment banker when selling a business

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

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