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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.



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How can we help with your business succession planning?




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