Succession Planning Pricing

Pricing catered to your needs

Our team of experienced advisors works closely with clients to develop a pricing plan that aligns with their budget and delivers the best possible results for their succession planning needs.

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) 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.