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Companies should write down their succession planning and also take into consideration estate planning and wealth management.

How to Succeed at Succession Planning

   

In this episode of “The Bottom Line,” EisnerAmper’s private business services manager Tim Schuster tackles the always popular—and sometimes contentious—issue of succession planning. Tim covers the challenges and underlying financial issues and gives his prescription for a healthy business transition.


Transcript

Dave Plaskow: Hello and welcome to The Bottom Line. This podcast examines the everyday business and finance issues faced by closely held and private businesses. 


Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.

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