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

Testing the Waters Before Jumping In

April 21st, 2026|Categories: Accountant, accountant near me, Accounting, Acquisition of Company, Asset Purchase vs Stock Purchase, Burns Firm, Business, Business Asset Sale, Business Assets, Business Merger, Business Valuation, Countdown to Transition, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Merger & Acquisition, Record Keeping for Business, Sale of Business, Sell Business, Selling a Business, Small Business, Succession Planning, 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, EBITDA, M&A, M&A advisor, Merger, merger & acquisition, Planning for Acquisition, Selling a business, tax, tax advisor, Texas CPA, The Burns Firm, The Burns Firm M&A Advisors|

When considering a merger or acquisition, the most opportune time to find out about possible culture clashes is obviously before the deal is complete. In fact, one often-cited reason [...]

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 [...]

Preserve Your Business Legacy with Proactive Succession Planning

December 5th, 2024|Categories: Accountant, Accounting, Burns Firm, Business, CPA, CPA Dallas, CPA near 75252, CPA Texas, Dallas CPA, Sell Business, Selling a Business, Services, Small Business, Succession Planning, Tax, tax accountant, Tax Advisor, Tax Planning|Tags: Business Succession Planning, CPA for Business Succession, CPA for Succession Planning, cpa near me, Dallas CPA, ESOP, Exit Strategy for Your Business, M&A, M&A CPA, Selling your business, tax, tax advisor, Texas CPA, The Burns Firm|

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities that you put succession [...]