610-544-5900 • contact@brinkersimpson.com
Client Portal
Pay Now

Succession Planning

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

Connect With Us

Your Business Deserves a Plan

Five years out or fifteen, the time to start planning is now. Succession planning isn't only about who takes over. It's about maximizing value, managing taxes and keeping the business you built thriving.

We help owners understand what the business is worth today, compare transition options and build a plan that fits their financial and family goals, coordinating valuation, tax planning, buy-sell agreements and estate planning with your attorney and financial advisor.

What We Do

1

Exit Strategy Development

Comparing a third-party sale, family transfer, ESOP or management buyout against your goals.

2

Ownership Transition Planning

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

3

Tax-Efficient Structuring

Reducing the income, gift and estate tax impact of ownership changes.

4

Leadership Development

Identifying and preparing the next generation of leadership so the business is ready.

Who Is This For

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

Meet the Team

Our advisors bring valuation, tax and advisory experience together to help owners plan what comes next, on their terms.

Frequently Asked Questions

When should we start succession planning?

Earlier than most owners expect. A transition usually takes several years to plan and carry out, and valuation, ownership and tax timing decisions work best well before you're ready to step back.

What are the options for transferring a business?

Common paths include a transfer to family, a sale to key employees and a sale to an outside buyer. Each has different tax, financing and valuation implications, and we help you compare them.

Thinking about what's next?

The earlier we start, the more options you have.

Connect With Us Call: 610-544-5900

Related Resources and Insights

Our latest articles on succession planning, ownership transitions and exit strategies.

Explore Our Resource Library
Conclusion of Value: When Your Business Valuation Has to Hold Up
August 13, 2026

Conclusion of Value: When Your Business Valuation Has to Hold Up

Most business owners get a valuation because they want to know something. Sometimes they need to prove it. Those are two different engagements, and the difference matters the moment someone else has ...

Fraud and Forensic • Valuation • Estate and Succession Planning
Business owner reviewing succession and estate planning documents with an advisor
June 23, 2026

When Your Wealth Is Your Business: Estate Planning That Keeps Up

For owners of closely held businesses, estate planning is rarely just about transferring wealth. When most of an individual's net worth is tied to the business itself, decisions about taxes, ...

Tax Planning • Estate and Succession Planning
Planning Ahead: 5 Succession Strategies and Their Tax Implications
April 14, 2025

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 ...

Tax Planning • Business Advisory • Estate and Succession Planning