Tue.Mar 23, 2021

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Owner Profile: What are Your Transition Choices?

Business Sales M&A

What kind of owner are you? How does that impact your transition choices? Owners that are approaching a time when they wish to exit their business need to undertake a realistic appraisal of how ready they are financially and mentally. The options that are available to them depend upon the results from this assessment. Over the years, our firm has used a matrix to help define these options.

Appraisal 130
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Tax Software to Help Prepare for the Next Tax Season

ThomsonReuters

Strategies and tips to help you prepare for the next tax season. This past tax season was one for the record books. Tax professionals strove valiantly to match pace with constant business and regulatory changes while adopting new remote work and collaboration processes on the fly. Now that you’ve successfully closed the books on a difficult tax year, it’s time to prepare for the next tax season and a successful year-end close.