Services: Exit Planning

GRF CPAs & Advisors Makes List of Best Firms for Young Accountants

Following GRF CPAs & Advisor’s (GRF) recognition earlier this year as one of Accounting Today’s 2020 Best Accounting Firms to Work for in the Midsized Firms category, the firm has been honored once again. In their new report, Accounting Today singles out the members of the Best Accounting Firms to Work For that are most…

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Nonprofit Succession Planning Made Easy

GRF and nonprofit leadership transition expert Don Tebbe explore how any organization, no matter the size, can begin the process of succession planning. Participants are introduced to the three approaches to executive succession planning and how they can create impact for the organization. The presenters discuss how nonprofits can put in place a board-adopted succession…

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A Strategic Plan Should Also Include a Succession Plan

Many small businesses prepare — and regularly update — a strategic plan, but many overlook this important task. Whether your business falls into the “have” or a “have-not” category, a strategic plan can be an invaluable resource to help your company accomplish its ultimate objectives. And part of this process involves having a succession or…

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Exit Planning – The Key to a Successful Business Owner Transition

If you own a business, you should be thinking now about its role in the next phase of your life. Astute business owners carefully plan their exit to maximize the value of their business while minimizing their risk. Despite the market tilting heavily in favor of the buyer, exit planning helps business owners stay in…

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The Exit Check List: 5 Steps to a Happy (and Lucrative) Exit from Your Business

With the strong economy and the business-for-sale market booming, many maturing business owners are beginning to think about retirement and the legacy of their companies. Join Gelman, Rosenberg & Freedman and ENNIS Legacy Partners for an overview of the steps business owners should take now before deciding to sell or transfer a business. Slide Deck…

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