Back to Insights Video of the Week: What is Succession Planning and Why is it Important? July 31, 2014 1 Min Read Succession Kreischer Miller Team In case you missed it... Originally presented at our Successful Succession Strategies – A Panel Discussion seminar, this short video clip provides an overview of succession planning and why it is so critical to an organization’s future success. Share this blog post: View All Insights Related Insights Why the Working Capital Peg is Important in M&A Transactions Brian J. Sharkey, CPA, CVA, CEPA | 05/15/2026 Article, Finance & Valuation We will address four key questions that provide an overview of the working capital peg and its importance in M&A… S Corporation vs. C Corporation: How Entity Structure Can Impact the Sale of Your Business Clifford I. Carlson, CPA | 05/12/2026 Article, Finance & Valuation Business owners often choose an entity based on immediate needs, but at exit, differences between S and C corporations can… Cost Segregation and Bonus Depreciation: What Real Estate Owners Need to Know in 2026 | 05/12/2026 Article The OBBBA transformed tax policy for real estate owners in 2026, establishing a more stable framework for proactive planning around… Exit Planning for Business Owners: Why You Need to Understand Your Transition Options Before You’re Ready to Sell Steven E. Staugaitis, CPA, CVA | 05/05/2026 Article, Family Business Structure Early exit planning helps owners evaluate their options and choose a path that aligns with both their financial goals and… Why Most AI Strategies Stall and How to Get Them Back on Track Robert Wilkinson, CISSP | 05/05/2026 Article Fragmented AI adoption is widening the gap between experimentation and enterprise strategy, slowing momentum and increasing risk. Document Retention: A Practical Guide for Not‑for‑Profit Organizations Denise McKnight, CPA | 05/04/2026 Article Learn why document retention matters for not-for-profits, with practical guidance on building and maintaining an effective retention policy.