Business Succession Planning Archives

4 Strategies for Business Succession Planning During Economic Uncertainty

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…

Q&A on M&D Pulse Survey Report Findings: Business Succession Planning

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…

The Change in Administration Makes Estate and Gift Planning a Top Priority

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…

New Considerations for Business Succession Planning Recording

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…

2020 Blueprint: Succession Planning for the Construction Industry

Business succession planning is a process of continuous preparation and risk management and is more applicable than ever, as 2020 has brought us unique…

Navigating COVID-19: A Roadmap for Your Business

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…

Webinar: Revenue Recognition – Implementation is Here!

The Art of Business Succession

The speed of change is a new reality. Business owners are retiring and transitioning their companies to new leadership. Technology is changing the way…

Webinar: Time for Transition – How to Best Position Your Company

Tax Planning & Business Succession

How to tax plan for business succession We attended the Forbes Ag Summit in Indianapolis in September, and while Steve Forbes continues to advocate…

Why Do I Need a Valuation of My Farm Business?

Whether or not you need a valuation of your farm business depends on what you want to accomplish. For example, if you are thinking…

Business Succession for Food and Agriculture Industry – 2019 Update

The Food and Agriculture industry is experiencing many challenges: Commodity prices are lower due to higher inventories, which impacts demand for products and services…

Sikich Series on Business Succession Planning: How Much is My Business Worth?

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…

Sikich Series on Tax Reform: Impact of Tax Reform on Choice of Entity

The question of entity choice is again top of mind for many business owners, given the many changes that became effective January 1, 2018….

Sikich Series on Business Succession Planning: What You Need to Know About Business Valuations

Most business owners will have a valuation conducted a mere handful of times throughout their career. For this reason, there is often a great…

Sikich Series on Business Succession Planning: How to Value Your Business

There are many reasons a business owner may want or need a business valuation, including negotiating a merger or business sale, considering new shareholders,…

Sikich Series on Business Succession Planning: Key Considerations in Succession Planning

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…

Sikich Series on Tax Reform: The Tax Reform Act and How It Affects Business Succession Planning

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…

Sikich Series on Business Succession Planning: The Power of Mentoring – Unite Business Plan with Succession Plan

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,…

M&D Mini Series: More Business Leaders are Writing Exit Plans

One of the most overlooked yet critical business strategies is succession planning. Business owners know circumstances can change quickly. Economic trends, health issues and…