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10/31/2022

Bart Basi

BartDr. Basi has expertise in the areas of financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches all of these areas. He has written five loose-leaf bound books, fourteen workbooks, and over 300 articles, and has worked with hundreds of businesses and associations.

Journals that have published Dr. Basi’s work include "Money Matters," "The American Journal of Small Business," "The Journal of Family Law," "The Journal of Estate Planning," "The Tax Lawyer," "Small Business Taxation," "Taxation for Individuals," "Taxation for Accountants," "Taxation for Lawyers," "The CPA Journal," and "The Tax Executive”. Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Advisory,” a monthly tax advisory for closely-held and family businesses.

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Who Comes Next? Leadership Succession Planning Made Easy

Mary C. Kelly

51fxla0l57l. Sy291 Bo1 204 203 200 Ql40 Ml2 Leaders leave. It's inevitable. It might even happen today. Are you prepared? Every organization needs a plan for leadership succession, but few leaders know how to start the process. WHO COMES NEXT? solves that problem and easily guides you through the steps of creating and implementing a viable succession plan.

This essential guidebook simplifies the process and gives you the tools you need to build and activate your leadership succession. You’ll find a comprehensive action plan, a library of all the tools needed to develop and sustain your plan, and a resource guide. You’ll learn how to:

  • Communicate with customers about the change
  • Identify talent gaps in your succession plan
  • Decide which succession planning model to adapt
  • Find the next generation of leadership within your organization
  • Handle the unique emotional complexities of succession in a family-owned business

Whether you are part of a small, family business, a Fortune 500 company, or a non-profit, you need to start now by answering the question: WHO COMES NEXT?

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