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David Auer CPA Blog

How to Choose a Business Successor

How to Choose a Business Successor

Finding and hiring the right and qualified successor for your business is a necessary process that ensures the sustainability of your company. The entire process should be approached with due diligence to ensure that the appointed successor shares in your vision and...

Best Practices for Succession Planning

Best Practices for Succession Planning

Large businesses, organizations, and corporations should understand the importance of succession planning to the long-term survival of an institution. The legacy of the existing management and top leadership of an organization is normally put on trial when the leaders...

Retirement Saving Strategies in Your 40s

Retirement Saving Strategies in Your 40s

By the time you are in your 40s, you should hopefully have a retirement fund established and be set up for a comfortable retirement. Life doesn’t always go as planned. It’s not uncommon for many individuals approaching 50 to need help establishing a retirement...

Consider This Before Retirement

Consider This Before Retirement

If you are planning to retire in the near future, or trying to get a head start, then there are a lot of things that need to be considered before you do. In addition to ensuring that you have a reliable source of funding to maintain your current lifestyle, you may...

Don’t Delay Creating a Succession Plan

Don’t Delay Creating a Succession Plan

Small business owners simply can not remain in control of the company they have built forever. They may choose to sell the company at some point to do something else or retire and pass the company along to a successor. For this to occur smoothly, small business owners...

How to Create a Succession Plan

How to Create a Succession Plan

Creating a succession plan for your business is an important next step. If you or another leader is planning to retire, then you need to have a predetermined course of action to ensure a smooth transition to new leadership during this next phase of the company’s life....