Succession Planning

Planning ahead makes good business sense

Transferring the ownership of a business can be a complex, time consuming and emotional situation. Even more challenging is a situation involving the incapacity or death of a business owner. That’s why it’s so important to plan ahead and to work with an advisor you trust with something as important as the business you’ve built.

Our Approach

Your RSM McGladrey Wealth Advisor and a team of experienced tax and business planning specialists are uniquely qualified to assist you in developing a seamless plan for transitioning your business. Together, we’ve helped hundreds of businesses like yours to:

Determine and evaluate your options.
Make decisions around selling your business to a third party or gifting to children or grandchildren.
Evaluate transfer tax implications or timing of the sale.
Recommend or analyze existing life, disability and “key man” insurance arrangements.
Provide projections and timelines for transitioning your business and business assets.

The RSM McGladrey Advantage

RSM McGladrey provides one of the industry’s most comprehensive suite of services for managing your personal wealth and business planning needs. We offer an alternative practice structure that allows our clients to take full advantage of the depth of knowledge, talent and experience across our companies.

When considered together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States, offering you the distinct advantage of working with a premier financial services firm providing the combined experience you seek.

Working with an RSM McGladrey Wealth Advisor you will benefit from:

Depth of organizational experience and talent.
Working with one of the nation’s largest and most experience business advisors.
Focus on tax implications and tax-advantages strategies.
A trusted advisor who will guide you every step of the way.
Coordinated approach that considers all aspects of your personal and business wealth.

To learn more about how an RSM McGladrey Wealth Management Advisor can help you achieve your wealth management goals, call 800.274.3978 today.

RSM McGladrey, Inc., is an SEC Registered Investment Adviser.Insurance services are facilitated through Birchtree FinancialServices, Inc., member NASD/SIPC and a wholly owned subsidiary of RSMMcGladrey, Inc. The information provided by RSM McGladrey, Inc. and/orits affiliates on this site is only intended for distribution to, oruse by, persons or entities in jurisdictions where RSM McGladrey, Inc.is qualified or registered. Not all securities products, services oradvice published herein are available in all countries, and nothing onthis site constitutes an offer or solicitation of securities productsor services in any jurisdiction where the offer, solicitation or saleis not duly qualified, registered or otherwise exempt.