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Succession Planning

Tuesday, 21 November 2017

M&A transactions: Five tips for retaining and engaging executives and key employees

Written by Heidi Bolger, CPA/ABV, CM&AA, CGMA and Mary Van Skiver, CPA, MBA, PHR, CEPA

Whether you’re selling your business, acquiring a business, or merging with another company, retaining and engaging executives and other employees is a critical strategic move for a successful transaction. Here are five tips for motivating your key people, encouraging a high level of retention and engagement, and preserving the value of your business. 1. Communicate...

Wednesday, 18 October 2017

Maximizing exit value by building & retaining your team

Written by Rehmann

Objectives 80 percent of business owners are not focused on maximizing value as they transition their business. Instead, they are focused on the effect the transition will have on family members, key employees, customers, suppliers and their community. While keeping key personnel in mind is important, only 15 percent of business owners who plan to transition from their business have hired, trained and developed a plan for employees to take over key operating responsibilities...

Tuesday, 28 November 2017

Saving taxes in ownership transfers and investing proceeds wisely

Written by Rehmann

Are you ready for what comes next? Thirty-five percent of small-business owners plan to fund their retirement by selling their business. This makes having maximum proceeds from a sale or transfer of ownership important. Investing sales proceeds and planning the sustainability of your life style and family wealth can be a fun and rewarding exercise...

Tuesday, 03 October 2017

M&A transactions: Five tips for retaining and engaging executives and key employees

Written by Heidi Bolger, CPA/ABV, CM&AA, CGMA and Mary Van Skiver, CPA, MBA, PHR, CEPA

Whether you’re selling your business, acquiring a business, or merging with another company, retaining and engaging executives and other employees is one of the solutions for a successful transaction. Here are five tips for motivating your key people, encouraging a high level of retention and engagement,  and preserving the value of your business.   1. Communicate...

Thursday, 07 September 2017

Determining the value of your business

Written by Rehmann

Objectives 48 percent of business owners and executives will transition out of their business within the next five years. Understanding the value of your business is an important factor when planning for the future...

Objectives With more than $10 trillion in business value to be transitioned over the next decade, have you considered what your business’ future may look like?  This webinar hosted by Rehmann's succession planning advisors will help you navigate through business succession planning and why it’s important to get ready today. The webinar will discuss: What your succession planning options are, and which ones are right for you How to align your succession strategy with your personal and business goals What elements make up a well-conceived business succession strategy …and much more! This session will include insights and examples of real succession solutions such as shifting ownership to family or key employees, external sales and the use of ESOPs...

Thursday, 20 July 2017

Determining the true value of your manufacturing operation

Written by Heidi Bolger, CPA/ABV, CM&AA, CGMA & Mary Van Skiver, CPA, MBA, PHR, CEPA

As published in Jackson Magazine A few important factors should play a major role in the timing and outcome of a business transition. Perhaps one of the biggest obstacles in a successful business transition is coming to a realistic, optimal value. Often times, owners think they know how much their business is worth (this may be based on what they have heard from colleagues or what they have read in recent industry publications). However, determining the value depends on many factors, some of which include:  Your industry segment  The recent history of performance Inorganic growth strategies focused on product and service differentiation The quality of the underlying business, patented and proprietary methods Customer base transferability and access to new markets, customers and technology...

Monday, 22 May 2017

Future-proofing your business

Written by The Rehmann Team

Forecasting the future of your company isn’t an exact science. It’s impossible to predict every economic swing, technological advancement or political shift. And the ripple effects of each of these potential changes are equally capricious. How, then, do you future-proof your business?..

Monday, 27 February 2017

Navigating the uncertain estate-planning terrain

Written by Steve Armstrong, J.D. LLM; Craig Mathiesen, CPA, MST, CTFA; Cathy Shoemaker, CPA MBA/MST

Start planning for the changing emphasis in estate planning President Donald Trump has a great deal of influence over a wide range of legislative matters, including the federal estate and income tax. One of his campaign promises was a repeal of the estate tax. The current structure provides that any person can transfer $5.49 million to their heirs in 2017 and pay no federal estate or gift tax ($10...

As featured in Jackson Magazine The U.S. is on the brink of an inevitable employment crisis: the Baby Boomer generation – comprising nearly 75 million Americans – has begun to retire in large numbers. In 2010, the percentage of retired baby boomers was 10 percent; that figure has nearly doubled today...

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