Succession & Exit Planning

New Retirement Plan Audit Thresholds Could Offer a Savings Opportunity
In the world of company-sponsored benefit plans, compliance with the various regulatory requirements is a top priority of plan sponsors. For large plans, one of the most cumbersome requirements is…

What to Do When You Receive an Unsolicited Offer to Sell Your Business
One of the biggest dilemmas business owners may face is when they receive an unsolicited offer to sell their business. On one hand the business owner has invested countless hours,…

Nonprofit Succession Planning: Secure Continuity & Drive Growth
Succession planning is a critical component of organizational management and sustainability, especially for nonprofits. It involves identifying and developing individuals within an organization to take on key leadership roles when…

Mercadien Celebrates 60 Years of Serving Our Clients & Community
Princeton, NJ & Philadelphia, PA – Mercadien, a leading accounting and advisory firm in New Jersey, is proud to announce its 60th anniversary of providing exceptional accounting, tax and advisory…

Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns
Buying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction…

Do You Have an Exit Plan?
Many business owners spend decades building their companies. But there will come a day for all when it is time to exit. Too many business owners allow time to lapse,…

How to Position Your Business for a Successful Transition
All business owners should consider their succession plan; not just those nearing retirement. The earlier you start planning, the better. Many business owners wait until it’s too late, and leave…

Mercadien Webinar Replay: Capital Markets & M&A Outlook Post COVID-19
Lee D. Boss, CPA, MBA, Managing Director, Mercadien & Valentina Midura, Senior Manaing Director, BDO Capital Advisors, presented a webinar Capital Markets & M&A Outlook Post COVID-19 on Thursday, June 4.…

3 Ways to Position Yourself & Your Family for Future Success
Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business…

Whether You Sell Your Business or Not, the Planning is the Same
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will…