Succession Planning for Small Businesses

Posted by Ben Smith on August 3, 2017

Ben Smith

Fact:  12 million baby boomers will attempt to transition from their workplaces in the next five to 10 years.  This has significant meaning for the millions of families who could be impacted if business owners are not taking the steps to prepare their businesses for the mass transition. Projection:  There are nearly 80,000 million US baby boomers, so if we assume a typical rate of retirement, this population will retire at a rate of more than four million per year through 2029.  With approximately 28 million small businesses, more than 70% will change hands in the near future, …

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Considering a Merger or Acquisition?

Posted by Margaret Amsden and Ben Smith on January 2, 2019

Ensure your understanding of the new tax regulations to get the most return out of your investment! Under the Tax Cuts and Jobs Act (TCJA), businesses have been impacted in multiple ways. In particular, businesses considering a transaction, such as a merger or acquisition, should be sure to discuss the following...


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Benjamin Smith

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