Succession Planning 

Planning USA Valuation Succession -


Succession planning is an integrated planning process that over time enables three future informed decisions. 

  • Wealth Transfer Plan – the transferring of business ownership through gift or sale, at what price and when?
  • Management Succession Plan – the empowering of new leadership, how and when?
  • Ownership Control Transfer Plan – the transferring of voting control of the business, at what price and when?

Effective succession plans typically integrate and synchronize with other key owner and business plans. Our experience and expertise as CPAs, business people, and valuation experts enable a thorough understanding of these planning areas. As a result, we produce integrated strategies with synergistic value for our clients.


Planning Succession Valuation - USA