Succession Planning
What Succession Really Means
Succession isn’t just about who takes over. It’s about preserving what
you’ve built, protecting relationships, and setting the next generation of
leadership up for success. Whether you’re passing the business to family,
selling to a third party, or elevating a leader from within, we’ll help you
move forward with confidence.
Who We Serve
We work with founders, family-owned businesses, executive teams, and private equity-backed companies preparing for leadership transitions of all shapes and sizes. Whether you’re stepping away after decades at the helm or guiding your board through a change in executive leadership, we tailor our approach to match your structure, ownership model, and goals for the future.
We guide you through questions like:
- Should the business stay in the family or be sold?
- How do you prepare the next leader—and the team around them?
- What impact will the transition have on employees, ownership, and legacy?
- How do tax strategy, valuation, and governance play into the plan?
Expertise That Goes Beyond the Basics
We combine leadership development, tax strategy, valuation support, and deep experience navigating ownership transitions—especially in founder-led and family-run businesses. We also understand that personal relationships can be just as complex as financial ones.
Whether the next step is in five years or five months, we help you design a clear, thoughtful roadmap that minimizes surprises and protects your vision.
Insights
The Return of R&D Expensing – What It Means for Your Business
For many companies, R&D is the lifeblood of business growth. Yet for years, the way businesses could recover their R&D…
When a Partnership Grows Up: Inside a C Corporation Conversion and What It Really Takes
Entity choice is rarely static. What works well in the early and middle stages of growth can become a constraint…
Influence
Podcast
Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.
Impact
Podcast
Experiences of not-for-profit organizations that are having a significant impact in our communities.