When you find yourself seriously considering a transaction, you’ll need to put the right team in place. Watch this live video to learn more about the roles of your CPA, attorney, and investment banker – and how they work together to protect your interests. We discuss how this team can advise on the deal structuring and reorganization considerations that provide the most flexibility and confidence in a stock or asset sale.
- Transaction Support
Planning Can Help Put the Success in Succession
If you are one of the many baby boomers planning to retire in the next few years, you know (or should know) the importance of having a succession plan in place. By preparing now, you can carefully evaluate your options and maximize the value of your business. Here are some basic guidelines to consider along the road to succession.
by Rob Dutkiewicz
- February 1, 2023
