Succession planning must be customized for the business and its owners. By taking a long-term planning approach with a commitment to foster a flexible, practical method for the progression of one’s business, our team works alongside our clients to develop succession plans that work for the existing business owners, their business, and the future leaders of the business. Steeped in our accounting and financial experience, our planning always has an eye toward the financial stability and growth of the business amidst leadership changes.

In addition to long-term planning, we can assist with designing emergency succession plans to have prepared if a sudden leadership change is necessary for any given reason. Particularly in these situations, our team can also come in and provide interim leadership support in financial, operational, and human resources functions for the business.

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