industries
- Aerospace & Defense
  
  Agribusiness
  
  Apparel
  
  Automotive & Dealer Services
  
  Communications & Media
  
  Construction
  
  E-Commerce
  
  Energy & Utilities
  
  Financial Services
  
  Food & Beverage
  
  Forest Products
  Foundations
  
  Government Contractors
  
  Government Services
  
  Health Care
  
  Higher Education
  
  Hospitality
  
  Insurance
  
  Life Sciences
  
  Manufacturing & Consumer Products
  
  Not-for-Profit
  
  Private Clients
  Private Equity
  
  Professional Services
  
  Real Estate
  
  Restaurants
  
  Retail
  
  Technology
  
  Transportation & Logistics
  
  Tribal & Gaming
  
  Wine, Beer & Spirits
Services
people
events
insights
about us
careers

Contact Us
RFP
Subscribe
Client Portals

industries
services
people
events
insights
about us
careers

services
Accounting
Consulting
Wealth Management

Accounting
Assurance
Tax
Advisory
International

Assurance
Financial Statement Audits
Employee Benefit Plans
Public Company/SEC
SOC Examinations
Contract Compliance
Environmental, Social, Governance (ESG)

Financial Statement Audits
Reviews & Compilations

Contract Compliance
Federal Compliance

Tax
Accounting for Income Taxes (ASC 740)
Accounting Methods
Compensation & Benefits
Controversy & Dispute Resolution
Credits & Incentives
International
Personal
State & Local
Tax Structuring
Tax Planning Resources

Accounting Methods
Tangible Property Regulations

Controversy & Dispute Resolution
Federal Tax Controversy & Dispute Resolution
State & Local Tax Controversy & Dispute Resolution

Credits & Incentives
Cost Segregation
Disaster Relief Tax Credit
Employer credit for family and medical leave
Federal and State Hiring Credits
Fixed Asset Accounting
Inflation Reduction Act
New Markets Tax Credit
Research & Development
Site Selection Services
Tax Incentives Energy Efficient Buildings
Transferable Tax Credits

International
Transfer Pricing

State & Local
Income Tax
Indirect Tax
Oregon Corporate Activity Tax
Property Tax
Tax Controversy & Dispute Resolution
Unclaimed Property
Voluntary Disclosure Agreements

Tax Structuring
Entity Formation
Pass-Through Entities

Advisory
Environmental, Social, Governance (ESG)
IPO Solutions
Outsourced Finance & Accounting
Technical Accounting

Outsourced Finance & Accounting
Real Estate

International
China Practice 中美业务
India Practice
Latin America Practice

Consulting
Technology
Risk & IT Compliance
Strategy & Operations
Transactions
Specialty

Technology
Automation
Business Intelligence & Data Analytics
Development & Integration
Enterprise Systems
Products
Strategy

Automation
Analytic Process Automation

Business Intelligence & Data Analytics
Cloud Platforms & Data Solutions
Dashboarding & KPIs
Data Governance
Data Strategy
Forecasting & Predictive Analytics

Development & Integration
Equity Compensation
Systems

Products
Alteryx
Domo
Microsoft Power BI
NetSuite Implementation Services
Tableau
Workday Adaptive Planning
Workiva

Strategy
Implementation
Planning and Roadmap
Project Management and Governance
Systems Assessment and Selection

Risk & IT Compliance
Cybersecurity
Internal Audit
IT Compliance
SOC Examinations
SOX 404 Compliance

Cybersecurity
Disaster Recovery & Continuity
Penetration Testing
Security Assessments

Internal Audit
Enterprise Risk Management
Segregation of Duties
Process & Controls

IT Compliance
CSA Star Certification Services
HIPAA Compliance
HITRUST CSF
PCI DSS

SOC Examinations
SOC Readiness Assessment
SOC 1
SOC 2 Plus
SOC 2 and 3
SOC for Cybersecurity
SOC for Supply Chain

Strategy & Operations
Capital Projects Advisory
Governance
Human Capital Advisory
Organizational & Operational Assessments
Organizational Planning & Strategy
Performance Audits

Capital Projects Advisory
Construction Audits

Governance
Assessments
Board Development
Facilitation

Organizational & Operational Assessments
Enterprise Risk Assessment
Financial Operations Transformation
Organizational Assessments
Process Improvement
Staffing Analysis

Organizational Planning & Strategy
Management Succession Planning
Performance Measurement
Strategic Planning

Transactions
Due Diligence
M&A Tax
Merger Management
Post-acquisition Dispute Resolution
Restructuring
Valuations

Due Diligence
Quality of Earnings (Buy-Side/Sell-Side)

M&A Tax
Debt Financing

Valuations
Automotive and Dealers
AVA Valuations for Vineyards
Energy Valuations
Estate & Gift
Fair Value & Financial Statement Reporting
Health Care Organizations & Assets
Intellectual Property
Real Estate
Valuation Litigation Support

Specialty
Financial Services
Health Care
Telecommunications

Financial Services
Bank Secrecy Act and Anti-Money Laundering
Credit Risk Management and Loan Review
FDICIA Compliance
IT Risk Management
Internal Audit
Regulatory Compliance
Trust and Fiduciary Services
2022 Risk Survey

Health Care
Health Care Compliance and Internal Audit
Lean Health Care
Operational Improvement & Performance Excellence
Provider Reimbursement Enterprise Services
Revenue Cycle Services
Strategy & Integration

Wealth Management
Individual
Institutional

Individual
Tax
Financial Planning
Investments
Family Office

Tax
Estate
Income
Stock Options

Financial Planning
Insurance
Charitable Planning

Family Office
Real Estate

Institutional
Investments
Insurance

Investments
Policy Statements
Consulting
Corporate Asset Management

Insurance
Buy-Sell
Key Man

about us
Locations
International Presence
Leadership Structure
Press
Awards and Recognition
Inclusion & Diversity
Social Responsibility
Beyond the Desk
Peer Review & PCAOB Report

careers
Campus
Experienced
India Careers
Life at Moss Adams

Contact Us
Subscribe
Client Portals

Business Transition Planning Resources

Business Transition Planning Resources > Industry Insight

LinkedIn Share Button

Twitter Share Button

Facebook Share Button

Other Share Button

Business Transition Planning for Industries

Food, Beverage, and Agribusiness

Other Industries

Individuals

How to Fund a Buy-Sell Agreement with Life Insurance and Transition Your Business

Buy-sell agreements are for a business’s long-term success. Learn how life insurance provides the cash to fund a buyout.

Considering Selling Your Company? Evaluate These Factors First

Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.

How to Navigate Transition Planning: Strategies for You and Your Business

Before a merger or acquisition, map your privately held business’ transition strategy with our transaction planning checklist.

Food, Beverage, and Agribusiness

Get the Most Out of Selling Your Business: Sell-Side Due Diligence for Food, Beverage & Agribusiness Companies

Learn how sell-side due diligence can help sellers increase their company’s value and facilitate a faster time to close.

How to Transition Your Family Farm: An Estate Planning Primer

Learn the basics of estate planning—including the right time to transfer ownership and how to treat heirs fairly.

When Selling a Nursery Business, Start with Self-Reflection

When ready to exit their business, many nursery owners jump straight to transaction price. Increase your value by thinking through these important factors first.

Succession Planning for Your Business: Plant the Seeds for a Fruitful Future

Discover the five key elements of succession planning that can help you secure a fruitful future for your business.

Get the Most Out of Selling Your Business: Sell-Side Due Diligence for the Restaurant Industry

Sell-side due diligence can help restaurant owners increase their company’s value and facilitate a faster time to close.

Life Sciences

Venture Ecosystem Evolutions Report

Learn how the US venture investment cycle’s early stage adapted and evolved as a result of increased capital.

Want to Be Ready for a Transaction? Prepare Now with These 6 Steps

Be ready with these pre-transaction steps for technology, communications and media, and life sciences companies.

3 Internal Control Considerations for Your Company’s IPO or SPAC Journey

Learn considerations for your company’s IPO or SPAC journey to help avoid material weaknesses.

Preparing for an IPO? 6 Tax Considerations for Life Sciences Companies

Life sciences companies can face industry-specific challenges when preparing for an IPO. Here are six areas to explore.

Technology

How SaaS Thrives across E-Commerce

Learn how SaaS 4.0 enables companies to compete in e-commerce and how your company can keep pace with technological trends.

How Tech Companies Can Protect Their Value Through Tax Preparedness Before Starting Due Diligence

Learn how proactive tax planning can help technology companies protect their value before starting due diligence.

Reduce Barriers to Growth: Three Reasons Tech Companies Should Conduct Audits Early

Conducting an audit early can help tech companies attract the right investors, reduce risk, and obtain a better valuation.

Venture Ecosystem Evolutions Report

Learn how the US venture investment cycle’s early stage adapted and evolved as a result of increased capital.

How a Corporate Performance Management System Can Help Drive Growth

CPM systems could help supply solutions and overcome resource challenges by providing better access to real-time data.

Want to Be Ready for a Transaction? Prepare Now with These 6 Steps

Be ready with these pre-transaction steps for technology, communications and media, and life sciences companies.

Why It’s Key for Technology Companies to Prove Integrity of Internal Controls

Instill confidence that your internal controls are sound is with a system and organization control (SOC) examination.

Other Industries

How to Prepare to Buy or Sell a Dealership Business

Auto dealership transactions can be complex. Knowing what to expect can help your transaction go smoothly.

Tips for Planning and Performing Due Diligence Before Acquiring an Off-Reservation Business

Learn the three-step due diligence process for tribes looking to diversify their economies and investments by acquiring an off-reservation business.

Contact Us with Questions

First Name*

Last Name*

Email*

Company*

Job Title*

City*

State*

Phone

Message*

Enter security code:

Security code

I agree to the terms and conditions of the Moss Adams privacy policy here.

Submit

Quick Links

Industries
Services
People
CPE Retrieval

Events
Insights
About Us
Subscribe

Careers
Contact
RFP
Client Portals

Do Not Sell or Share My Personal Information

Connect with us

©2024 Moss Adams LLP |

Disclosures & Licensing

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.