Business Succession Planning – The Burns Firm – Advisors of Complex Financial Matters

Preventative Steps Help Ensure M&A Success

July 9th, 2026|Categories: Accountant, accountant near me, Acquisition of Company, Burns Firm, Business, Business Asset Sale, Business Merger, Business Succession Planning, Business Valuation, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger, Merger & Acquisition, Sale of Business, Sell Business, Selling a Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Acquisition of a Business, Buying a business, CPA, cpa near me, Dallas CPA, M&A, M&A CPA, Merger, Merger or Acquisition, Selling a business, tax accountant, tax advisor, Tax Treatment in a Merger or Acquisition, The Burns Firm|

Just because a merger or acquisition is completed on paper doesn't mean the transactions will be a success. The implications can generally be seen 18 to 24 months after [...]

Is This the Right Time to Sell Your Business?

March 5th, 2026|Categories: Accountant, accountant near me, Acquisition of Company, Asset Purchase vs Stock Purchase, Assets, Burns Firm, Business, Business Asset Sale, Business Assets, Business Merger, Business Recordkeeping, Business Succession Planning, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger, Merger & Acquisition, Sale of Business, Sell Business, Selling a Business, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Business Acquisition, How to Sell A Business, Ideal Buyer For My Business, M&A, Selling a business, Selling your business, tax, tax advisor, tax and selling a business, The Burns Firm, The Burns Firm M&A Advisors, What Is My Business Worth|

Selling a business requires a great deal of time and effort on both the buyer's and seller's behalf. In addition, determining the right time to finalize the transaction can [...]

Business Owners: Is It Time to Transition Ownership to the Next Generation

May 20th, 2025|Categories: Accountant, accountant near me, Burns Firm, Business, Business Succession Planning, Business Valuation, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Tax, Tax Advisor, The Burns Firm, Transition Ownership of Business, Transitioning Your Business|Tags: Business Owners, cpa near me, Dallas CPA, Gifting Stock, Giving Your Businesses Stock to Family as a Gift, Passing Your Business to Family, tax, tax advisor, Texas CPA, The Burns Firm, Transition Ownership of Business to Next Generation, Transitioning Your Business|

One of the upsides to owning a small business is the chance to provide a financial legacy for your family members to participate in after you exit the business. [...]

Planning for the Future: 5 Business Succession Options and Their Tax Implications

April 1st, 2025|Categories: Burns Firm, Business, Business Succession Planning, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Succession Planning, Tax, tax accountant, Tax Advisor, Texas CPA, The Burns Firm|Tags: Business Succession Planning, cpa near me, Dallas CPA, Succession Planning, Succession Planning CPA, Succession Planning Options, tax, tax advisor, Texas CPA, The Burns Firm|

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to [...]