Succession Planning

You’ve Worked Hard to Build Your Business. Let us Help You Move It Forward.

Our team can help you be proactive in identifying and developing ways for your business to make a smooth transition & remain successful.


Prepare for a Smooth Transition

Planning for retirement in the not-too-distant future, but your business successor is not yet identified? You’re not alone. Forbes found that Baby Boomers account for 40 percent of small businesses or franchise ownership; and the logical inheritors of these businesses may not be interested in taking over. So, what’s next for the business?

Succession planning is one of our favorite projects because it leverages so many aspects of our practice:




Tax Planning



Process Building

Types of Succession Plans

Planning for potential future leaders can be beneficial to your business both now and later in life.

  • 1

    Passing the business to a successor at the company

  • 2

    Passing the business to a family member

  • 3

    Passing the business to an external hire

  • 4

    Selling the business

Let us help you decide what is right for you and your business, and take care of the execution along the way.

Pricing Plans


Assessment of business

Written narrative on your business (including assesment of value)

Recommendations on how to improve value in both short and long term

Half day site visit to interview key employees, observe business operations, and meet ownership in person (travel cost/scheduling may limit or force a virtual visit)

Quarterly meetings (2 hours each) to review (draft) tax returns, discuss goals, review financial statements


Includes all of services listed in "Good"

Quarterly review of your books (compiled financials) and an in-depth qualitative review of your internal bookkeeping

Tax Planning- projection of tax liability, recommendations to ensure maximum tax savings

Tax Preparation- includes in depth meeting to review entire returns with recommendations including but not limited to retirement plans and business structure


Includes all services listed in both "Good" and "Better"

Monthly Bookkeeping includes internal financial statements and monthly bank recs

Direct access to bookkeeping system

Limits: limit 2 monthly credit card rec limit 1 general ledger review and restructure

Reach out today and let’s get a consultation scheduled.

These are our Succession Planning champions, to see the full team click here.