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Business Succession Planning: Why buy-sell agreements are advantageous

August 23, 2022

There are over 31 million privately-held businesses in the United States and of those, Baby Boomers (born between 1946 and 1964) account for approximately 40% of ownership. Experts estimate. Read More

Take the Drama Out of Business Succession: A Case Study

February 8, 2022

The HBO drama Succession isn’t just a hit series. It’s also a cautionary tale to business owners. The show revolves around a CEO patriarch who just can’t seem to. Read More

Succession Planning: The Benefits of a Family Limited Partnership

August 13, 2019

Business succession planning is one of the biggest concerns for business owners. While there are several options to consider, transferring ownership and control of the company to the next. Read More

Construction Succession Planning and Ownership Transition

June 25, 2019

As this next wave of construction company owners begins planning their retirement, their children begin contemplating their own long-term career commitments. Many times, owners must consider other succession plan. Read More

Succession Planning & Ownership Transfer

September 19, 2018

Understanding the dynamics and relationship between business, strategy, management, estate and succession plans is key to the success of any organization. Our deep experience with family-owned businesses and our. Read More

Ownership Transition: Valuation is Key to Succession Planning

May 24, 2018

Most business owners spend a lifetime building their business. When it comes to succession, business owners need to weigh the benefits and detriments of a variety of potential exit. Read More

What’s Your End Game? The Importance of Succession Planning

March 5, 2015

If you are like many small business owners, you have worked hard for much of your life to build your company into a successful enterprise.  But have you devoted. Read More

Succession Planning: Build Value into Your Company

October 6, 2014

The construction industry is notoriously cyclical — boom-and-bust patterns seem to repeat at regular intervals. As they look back over the latest cycle, many experienced contractors are deciding they. Read More

Katlyn D. McManus

December 5, 2023

Katlyn is a senior accountant in our Tax Services Department who focuses on income tax, estate and succession planning needs for business owners, high-net-worth individuals and their families. She. Read More

Business Advisory & Client Accounting Services

May 26, 2023

Think of us as an extension of your accounting or finance department. The demands on accounting and finance departments are higher than ever and recruiting and retaining qualified personnel. Read More