Planning is about building, retaining, and perhaps passing on your wealth to the next generation. It involves recognizing and coming to grips with many complex operational, family, individual, and business issues; issues that must be addressed for the business to move forward in the evolution process.
Expand your business at the right time and in the right way with our strategic assessment and planning services. MCM’s team will hone in and fully capitalize on available growth opportunities without compromising your exceptional customer service.
Maintain the highest levels of operation efficiency during your business management transition. Our Transition and Strategic Planning Services team will make sure your business is ready to navigate the complexities of changing leadership.
Establish realistic goals for your business as it transitions into a new organization.
Locate clever ways to enhance your company’s value through MCM’s Transition and Strategic Planning Services team.
Check out our partners at Meritrust.
Build a succession strategy with family values and legacy in mind. Whether an owner is planning an exit, or a company is seeking significant growth, our services, based in family business and human resource expertise, are aimed to understand your long-term objectives, assess potential successors, and develop a strategy suited your unique needs.
Published 03/06/2023
Every organization is looking for a way to achieve their goals more quickly and efficiently. However, most organizations are not harnessing the tool that can help them do just that – data analytics. Data analytics is the processes of...
Published 02/27/2023
The Tax Cuts and Jobs Act (TCJA), passed in 2017, limited taxpayers to a $10,000 maximum deduction of state and local taxes for Federal tax purposes. This ‘SALT limitation,’ as it would be widely known, impacted taxpayers that itemize...
Published 02/09/2023
Beginning January 1, 2023, not-for-profit organizations will be required to utilize Form NP-1, Nonprofit Sales Tax Exemptions Certificates, instead of Form ST-105. The new Form NP-1 will only be available through the Indiana Department of...
