Family Business Resources
The accounting and tax expertise, along with the support you need to ensure the legacy and success of your family business
Welcome to Meaden & Moore's Family Business Resource Center
Our curated collection of family business resources – including insightful guides and expert blogs – addresses the unique challenges and opportunities you’re facing. Whether you're navigating the complexities of tax compliance, seeking accurate business valuation, exploring employee stock ownership plans (ESOP) for succession planning, our resources are designed to guide you every step of the way.
Secure Your Family Business's Financial Future
Contact the experts at Meaden & Moore for personalized accounting and tax solutions that address your unique needs.
Latest Insights
Explore our collection of in-depth insights, practical guides, and strategic tools created specifically for family-owned businesses. From long-term legacy planning and family governance to philanthropy, succession, and values-based decision-making, our resources are designed to support the unique dynamics of family enterprises. Whether you're fostering multigenerational leadership or aligning your business goals with your family's vision, you'll find expert guidance to help your business grow and your legacy endure.
Keeping Generations Together Via Philanthropy
Keep Innovation Alive in Your Family Business
Discover proven strategies to reignite the entrepreneurial and innovative drive required to grow your family business.
Family Business Guide
Understand Your Family Business from the Inside Out
Take our Predictive Index Assessment to uncover insights into your team’s behavioral strengths, improve communication, and ensure the right people are in the right roles—especially when planning for leadership transitions.
Tax Resources
Our family business tax resources are designed to keep you informed about the latest tax regulations and strategies, including corporate taxes, individual income taxes, and estate taxes. You’ll find the knowledge and guidance you need to stay compliant and minimize tax liability, assisting you in making tax-savvy decisions that benefit your business and family
Proposed Federal Tax Legislation
New Payment Rates Announced: 2026 Medicare Advantage Updates
In February, we shared an overview of the Calendar Year 2026 Medicare Advantage Advance Notice.
AICPA Urges the IRS to Revoke the Partnership “Basis Shifting” Reporting Requirements
In January 2025, the IRS published final regulations that change the reporting requirements for related party “basis shifting” transactions.
President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
IRS Extends Relief for Inherited IRAs
Need Tax Advice for Your Family Business?
Let our experienced professionals guide you through tax planning, compliance, and strategies to minimize your tax burden.
Succession Planning Resources
Our family business succession planning resources guide family businesses through one of the most critical transitions: the handover of leadership and ownership to the next generation. You’ll find practical insights and strategies to ensure a smooth and successful succession process.
Family Business Planning: Guide to Keep Innovation Alive
Discover proven strategies to reignite the entrepreneurial and innovative drive required to grow your family business.
Answers to Common Questions About Family Business Succession Planning
Get answers that will help you on your journey to building a long-term, strategic succession plan.
Family Business Guide
Get tips on planning ahead to achieve your personal, family, and business goals.
Succession Planning Strategies: 5 Questions to Ask Before Selling Your Business
Even if you’re not planning to sell your business anytime soon, it’s smart to start the business succession planning process now.
Video Interview: What Is Family Business Succession Planning?
Business succession means many things to many people.
Advantages of Utilizing an ESOP In a Transition Strategy
ESOPs eliminate much of the uncertainty inherent in business transitions.
Effective Business Succession Planning: A Call to Action
Part one of the "Process-Oriented Approach to Family Business Succession Planning" blog series.
18 Must Answer Questions for Family Owned Businesses
Find the answers necessary in setting the parameters for the next generation of owners.
Balancing Family Relations With Family Business
Determine who will operate the business and guide its success into the future.
Identifying the Business Owner’s Goals—Cash Flow and Financial Planning
The senior generation owner facing transition must face the financial consequences of his or her departure.
Identifying the Business Owner’s Goals—Taxes
Avoid the possibility of unintended tax consequences derailing the transition or generating unanticipated costs.
Business Succession Planning: Keeping Your Buy-Sell Agreement Relevant
A relevant buy-sell agreement can be an integral part of a comprehensive business succession plan, but it does not stand as a succession plan on its own.
Business Succession: Who Are the Stakeholders and How Can You Satisfy Them?
Some stakeholders are obvious, others, however, may not be as evident.
Don’t Let the Failure to Communicate Be Your Business Succession Plan’s Downfall
A successful business transition should include a comprehensive written plan for both the business and the family.
Don't Let the Future Catch You Off Guard
Our team specializes in helping family businesses navigate the complexities of succession, offering expert advice and customized strategies to ensure a smooth handover.
Business Valuation Resources
Our family business succession planning resources guide family businesses through one of the most critical transitions: the handover of leadership and ownership to the next generation. You’ll find practical insights and strategies to ensure a smooth and successful succession process.
Benefits of Conducting a Business Valuation
Learn why you should consider conducting a business valuation right now.
4 Parts of the Business Valuation Process
Learn what’s involved in having a business valued and what the business valuation process looks like.
Five Reasons to Perform a Business Valuation
Many business owners haven’t given a thought to how much their business is worth.
Why Business Valuation Is About More Than Forecasted Earnings
Business valuation is not as simple as multiplying earnings by a number and receiving recent earnings or forecasting earnings.
How to Increase the Value of a Business
There’s more involved than just growing the earnings of your company.
Valuation Matters When Liquidating a Business
If you're considering liquidating your company, understanding its true value is crucial.
How to Quantify Lost Profits & Diminished Business Value
Learn the basics and how to avoid potential pitfalls.
How to Factor Cybersecurity Into Business Valuation
A valuation that fails to evaluate cybersecurity risks is unlikely to withstand scrutiny.
The Most Common Mistakes When Selling a Business
The Most Common Mistakes When Selling a Business
What Is Your Family Business Really Worth?
Whether you're considering a sale, planning for succession, or exploring new growth opportunities, our valuation experts can provide a detailed analysis that goes beyond the numbers.
ESOP Resources
Our resources are designed to help you understand the advantages and complexities of ESOPs, offering a path toward greater employee engagement and financial benefits. Many family businesses consider an ESOP as part of their succession strategy or as a way to reward their employees. These resources can help you make informed decisions and create lasting value.
Starting an ESOP? Do These Three Things First
Before you set up your ESOP plan, make sure you do these three things first.
Answers to Common Questions About ESOPs
ESOPs can have many benefits for business owners, shareholders, and employees, however, they can be complex.
How Do ESOPs Work and How Well Do They Perform for Employees?
ESOPs are often beneficial to employers, but they can also be beneficial to employees.
The ESOP Participant’s Guide to ESOP Funding Rules
ESOP funding rules are designed to ensure the plans benefit employees fairly and broadly.
How to Implement an ESOP: 5 Decisions You Need to Make
Learn the decisions every organization must make before the ESOP implementation process.
Empower Your Employees While Securing Your Company's Future
Connect with our experts to learn about the benefits of ESOPs and how they could align with your business's goals.
Talent & Leadership Development
Great organizations don’t leave leadership development to chance—they invest in the science of people. Our leadership and talent development resources are designed to help organizations build stronger leaders, grow high-performing teams, and align talent strategy with business strategy.
We leverage tools like the Predictive Index and proven methodologies to equip your leaders with actionable insights that drive results. By understanding what motivates your people and how they work best, we help you unlock their full potential.
Enhance Leadership and Retention with Predictive Index
Optimize your workforce and uncover the key to peak team performance.
Stop Losing Great People and Productivity from Ineffective Managers
Ineffective management is one of the most common reasons organizations experience high turnover and low productivity.
Empowering Your Team’s Development: A Guide for Managers
In today’s fast-paced business environment, effective managers understand the importance of preparing their teams not just for the present but also for the future.
Case Study: Manufacturing Ulbrich Stainless Steels & Special Metals
Ulbrich Stainless Steels & Special Metals, Inc. is an international supplier of high performance alloys.
