Topics and Events
Selling vs. Merging: Choosing the Right Path for Your Exit
When it’s time to step away from your business, you may face a key decision: Should you sell your company outright, or merge it with another organization? As a CPA who advises business owners through the various stages of the exit planning process, I understand how complex and personal this choice can be. There’s no one-size-fits-all answer.
Avoiding Pitfalls: Common Exit Planning Mistakes and How to Prevent Them
Business exit planning is a critical process that can significantly impact your financial future. As a CPA who helps business owners prepare for ownership transitions, I’ve seen how avoidable missteps can lead to delays, reduced sale value, or even failed deals. The good news? Most of these mistakes can be prevented with …
Preparing Your Team: Ensuring a Smooth Ownership Transition
When planning an ownership transition, many business owners focus on financials, legal requirements, and the sale process—but one of the most critical elements of a successful exit is …
Taxes and Exits: Understanding the Financial Impact
When it comes to selling your business, one of the most critical—but often underestimated—factors is tax impact. The structure of the deal, how your business is owned, and the timing of the sale all play significant roles in determining how much you’ll ultimately keep in your pocket after taxes.
Navigating the Legal Landscape: Essential Exit Planning Considerations
When preparing to exit your business, most owners focus first on financials and taxes. But just as important—and often more complex—are the legal considerations that must be addressed to ensure a smooth and successful transition. As a CPA who advises small business...