Apple Growth Partners

succession planning

Business Valuation 101 – Understanding the Basics

By Kimberly Robison, CPA | Senior Associate, Business Valuation Understanding and determining the value of a business is a service provided by trained and certified business appraisers. In domestic relations court, the court often turns to experienced and credentialed professionals to value marital assets, such as a privately held business. The first step to the …

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Ep29: Finding Balance in Family Business

Managing a family business creates unique dynamics amongst family members and co-workers. At the end of the day, family and business can become blended, which could create conflict or miscommunication. Today, we’re joined by Dr. Cecil Bergen, a marriage and family counselor that specializes in family business relationships. Dr. Bergen shares with Chuck & Brittany …

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Planning Ahead – Designing Your Succession Plan

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning phase. Any additional time spent on this phase clarifying your goals will pay dividends throughout the …

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Planning Ahead – Designing Your Succession Plan

Before You Start: Understand Yourself and Your Current Situation By Toby Kaye, CPA/ABV | Manager, Tax A mentor of mine would often tell me, “always keep the end in mind.” Proactive planning is a good recommendation. The stakes are much greater when it comes to succession planning. As soon as the entrepreneur starts a business, …

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