Business owners looking to sell or transfer their business to a family member may have some tax decisions to make if the Biden administration gets its tax code revisions through Congress this year.
Read More »Tag Archives: Succession planning
Unique Pretzels and Yuengling Brewery leaders talk planning and the importance of relevancy
Leaders of two, Lehigh area sixth-generation businesses -- Unique Pretzels and D. G. Yuengling & Son – shared thoughts on staying relevant and the importance of planning for the transition of leadership, during the Family Business Alliance’s 2020 Fall Forum.
Read More »Developing a succession plan is vital for family businesses
A recent family business survey conducted by the National Bureau of Economic Research’s Family Business Alliance indicates that only 15% of the family businesses have developed and documented anything appearing to be a succession plan. This is troubling because succession of ownership and leadership is a critical issue for the long-term success of a business.
Read More »Owners are taking a strategic look into business succession during COVID-19 pandemic
In the coronavirus era the path to small business succession and exit planning is lined with planning, purpose, flexibility and careful choices.
Read More »Healthy economy and retiring boomers should fuel manufacturers’ growth
The progress of innovation in manufacturing and the availability of investment capital have created an environment that’s primed for merger and acquisition activity in 2020.
Read More »There is no cookie-cutter succession plan
As a Mergers and Acquisitions Specialist, I advise many business owners regarding their exit strategies. I am also often asked to advise companies wishing to begin the succession planning process.
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