BUSINESS SUCCESSION PLANNING Insights
- July 26, 2023
- Accounting | Manufacturing | White Paper
While most parts of the country have been experiencing record-breaking high temperatures, middle market businesses remain cool and cautious mid-year. According to our recent…
- May 19, 2021
- COVID-19 | Distribution | M&D Report | Manufacturing
Interview conducted by The Agency at Sikich with partner-in-charge of CPA Consulting Services and Business Succession Planning professional, Ray Lampner In this quarter’s Industry…
- January 28, 2021
- Forensic & Valuation | Tax
Under the Tax Cuts and Jobs Act of 2017, the federal lifetime gift tax exclusion was increased from $5.45 million to $11.7 million for…
- October 6, 2020
View the webinar below https://youtu.be/YtdnyBX3B2s Our expert, Ray Lampner, along with Justin Alaburda from the Law Firm of Brennan, Manna and Diamond, discuss current…
- July 28, 2020
- Construction
Business succession planning is a process of continuous preparation and risk management and is more applicable than ever, as 2020 has brought us unique…
- March 24, 2020
- Audit and Tax | COVID-19 | Human Resources | Tax | Wealth Management
COVID-19 has presented a new economic environment that most businesses are unprepared for. How does this new climate affect your business, and what are…
- November 13, 2019
The speed of change is a new reality. Business owners are retiring and transitioning their companies to new leadership. Technology is changing the way…
- September 25, 2019
- Audit and Tax
How to tax plan for business succession We attended the Forbes Ag Summit in Indianapolis in September, and while Steve Forbes continues to advocate…
- September 4, 2019
Whether or not you need a valuation of your farm business depends on what you want to accomplish. For example, if you are thinking…
- June 12, 2019
The Food and Agriculture industry is experiencing many challenges: Commodity prices are lower due to higher inventories, which impacts demand for products and services…
- January 7, 2019
Following a discovery process, an advisor will create a realistic picture of what your business is worth. To begin, the next questions you and your advisors should discuss…
- December 6, 2018
The question of entity choice is again top of mind for many business owners, given the many changes that became effective January 1, 2018….
- December 3, 2018
Most business owners will have a valuation conducted a mere handful of times throughout their career. For this reason, there is often a great…
- November 5, 2018
There are many reasons a business owner may want or need a business valuation, including negotiating a merger or business sale, considering new shareholders,…
- October 1, 2018
Some business owners do not consider the fact that their largest and most important asset is their business. Of course they are generally aware of the…
- September 13, 2018
- Tax
Many business owners are considering the impact of tax reform on their organizations. Deciding what changes to make—if any—can present challenges. Common questions revolve around choice of business entity…
- September 10, 2018
The owners of many companies launch their enterprises with a business plan, a written document outlining the company’s strategic objectives and practical means of accomplishing them. Likewise,…
- August 9, 2018
- Manufacturing
One of the most overlooked yet critical business strategies is succession planning. Business owners know circumstances can change quickly. Economic trends, health issues and…
This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.
