Services: Exit Planning

Top 10 Tips for Beginning Your Exit Plan in 2021

By Walter Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA, Tax Partner and Director of Exit Planning Division Is 2021 the year you will begin planning your future exit from the company? It might be the smartest resolution you ever make. Studies show that business owners who are the most successful in exiting their businesses begin planning their…

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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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