PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors
Insights

Successful Transitions | Valuation and Empowering the Next Generation

Center for Private Business Owners

In this issue of Successful Transitions, learn how to determine the value of your business and maintain that value while selling, harness tools like a Business Enterprise Diagnostic and understand the benefits of establishing an Employee Stock Ownership Plan (ESOP). Additionally, explore the dynamic of family business transition with a focus on empowering the next generation and considerations for non-family employees.

Articles

Register for Our Upcoming Webinar 

  • The Family Business in Transition: Rethink, Rebalance, Reinvent
    Wednesday, December 4, 2024
    12:00 p.m. – 1:00 p.m.

    Passing the reins of a family business is one of the most important challenges that families face. While senior generations are well-established and experienced in their roles, transition support is both valuable and impactful.

Book Club

Contact Us

We offer a broad scope of services designed specifically for private business owners. We invite you to learn more by visiting the Center for Private Business Owners on our website.

Please also let us know about specific topics you would like us to cover in future issues of Successful Transitions by contacting either of us directly:

Stephen Prostano, CPA, JD, LLM
Partner-in-Charge, Center for Private Business Owners
PKF O’Connor Davies Family Office
sprostano@pkfod.com | 914.421.5615

Cynthia Adams Harrison, Ed. D., LICSW
Managing Director, Center for Private Business Owners
PKF O’Connor Davies Advisory Services
charrison@pkfod.com | 914.575.2744