Succession Planning Resources

Business succession and exit planning should ideally be done over a long period of time (unless illness or another emergency makes it necessary to address them ...

Many family business owners reach a point in their lives when they start thinking about not only their own retirements, but also their families’ financial...

A 2024 survey conducted by consultancy FMI in partnership with the Construction Financial Management Association found that 58% of contractors who responded did...

When a successful plumbing, electrical, and HVAC company suddenly lost its accounting provider, the owner turned to Kirsch CPA Group for help filing tax return...

Business transitions are rarely easy, even when they are long planned. Many business owners worry about how to ensure the continuity of what they have built. Th...

One of the upsides to owning a small business is the chance to provide a financial legacy for your family members to participate in after you exit the business....

Determining the right successor for your family business can be more complex than it first appears. Sometimes what looks good on paper doesn’t play out we...

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities t...

Some small to midsize businesses engage in regular strategic planning, others let it fall by the wayside and adhere to a more “fly by the seat of our pant...