Topics: Succession & Exit Planning
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Effective Strategies: 1 Step Back to go 2 (or More) Steps Forward in Cybersecurity
Meta Description – Discover the key trends and challenges in cybersecurity for 2024, as highlighted in the ISACA State of Cybersecurity report. Learn about…
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Business Succession Shake Up: Connelly v. United States
Recently the Supreme Court unanimously held that the proceeds from life insurance policies taken out by shareholder’s stock are a corporate asset for federal…
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How to conduct a year-end risk assessment
Auditors assess their clients’ risk factors when planning for next year’s financial statement audit. Likewise, proactive managers assess risks at year end. A so-called…
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What can a valuation expert do for your succession
Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell,…
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Succession planning and estate planning must go hand in hand
As the saying goes, nothing lasts forever – and that goes for most companies. Then again, with the right succession plan in place, you…
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ESTABLISHING YOUR SUCCESSION & ESTATE PLANNING GOALS
Like many business owners, you probably have much of your wealth tied up in your company. And this fact may be creating a conflict…
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HOW CAN MY FAMILY BUSINESS AVOID A SUCCESSION STRUGGLE?
It’s a common scenario in family-owned businesses. Two of the owner’s children inherit the company and, while one is eager to sell, the other…
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Choosing a funding method for your buy sell agreement
Anyone who owns a closely held business with at least one other partner needs to take certain steps to guard against business disruption. If…
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Does your business have a valid buy sell agreement in place?
Owners of manufacturing and distribution companies are often so focused on the here and now that planning for future catastrophes may fall through the…
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Does Your Business Need a Board of Directors?
Putting together a board of directors can be an intimidating task, but one that could potentially add long-term value and strength to your company.…