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Succession Planning

Planning for ownership transitions, leadership changes, and the long-term future of your business.

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Your Business Deserves a Plan

Whether you're five years out or fifteen, the time to start planning is now. Succession planning isn't just about who takes over. It's about maximizing value, minimizing taxes, and making sure the business you've built continues to thrive. We help you think through the options and build a plan that works.

What We Do

1

Exit Strategy Development

Evaluating your options: sale, transfer, ESOP, or management buyout.

2

Ownership Transition Planning

Structuring the transfer of equity to family, partners, or outside buyers.

3

Tax-Efficient Structuring

Minimizing the tax impact of ownership changes and wealth transfer.

4

Leadership Development

Identifying and preparing the next generation of leadership.

Who Is This For

  • Business owners planning to retire or step back
  • Family businesses navigating generational transitions
  • Partners preparing for buyouts or restructuring
  • Companies exploring sale or acquisition

Meet the Team

Our succession planning advisors help business owners plan for what's next, on their terms.

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

Related Resources and Insights

Stay informed with our latest articles on succession planning, ownership transitions, and exit strategies.

Explore Our Blog
April 17, 2025

Planning Ahead: 5 Succession Strategies and Their Tax Implications

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, you ...

Step-Up in Basis: A Powerful Estate Planning Tool
May 20, 2025

Step-Up in Basis: A Powerful Estate Planning Tool

Inheriting assets from a loved one can come with a significant—but often misunderstood—tax benefit known as the step-up in basis. This provision can reduce or eliminate capital gains tax on inherited ...

Business Valuation Focuses on Both Quantitative and Qualitative Factors
March 26, 2024

Business Valuation Focuses on Both Quantitative & Qualitative Factors

Selling a company can be a complex and emotional experience, complicated by a number of factors such as unfavorable economic conditions, reluctance to let go of a business the owner has built or ...