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Exit and Succession Planning

Articles 1 - 10 of 11

What to Expect During a Sale Transaction

Most owners jump right in and hire an investment banker to help them sell their business. Good idea, but not so fast. Slow down. Think about your existing

Nancy Skeans provides insight on Roth IRA increase

Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to

Are You Prepared for the Next Stage of Your Business?

You’re a successful business owner who’s devoted all your time and effort into growing your company to be a best-in-class provider in the industry.

Jason Lumpkin and Alexander Papson Featured in Us Chamber Article

Jason Lumpkin and Alexander Papson of Schneider Downs Wealth Management Advisors provides insight on small business considerations and the SECURE Act.

Alexander Papson Featured in Plan Sponsor Magazine Secure Act Article

Schneider Downs’ Alexander Papson provides insight on plan sponsor considerations related to the SECURE Act.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

The Value of Business Process Analysis in your Succession Plan

Are you planning to exit your business in the next 5-10 years? Have you thought about succession plans for your business? Large companies typically incorporate

ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

Considerations for Transitioning Your Business

There are several things a business owner should consider before deciding how they would like to transition their business to the next generation, company

| 4.13.2020

1Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

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