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Succession Planning: Maximizing a Business’s Value

February 27, 2024

Selling a business involves meticulous planning and strategic actions long before the “For Sale” sign goes up. Accountants play a pivotal role in helping clients with initiatives that can significantly boost the value of their company over several years. NJCPA member Sal Schibell, CPA, discusses strategies aimed at maximizing a business’s value years before the sale.

Resources:

Succession planning articles and events
Read Sal’s article, “Succession Planning: Key Pre-Sale Strategies for Optimal Returns"

Don Meyer

Don Meyer, CAE, is the chief marketing officer of the New Jersey Society of CPAs, where he is responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. He can be reached at dmeyer@njcpa.org.

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Salvatore M. Schibell

Salvatore M. Schibell, CPA, CFP, CGMA, MST, MBA, is the tax partner at Lawson, Rescinio, Schibell & Associates, P.C. He is a member of the NJCPA Federal Taxation and State Taxation interest groups.

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