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Business Transition and Succession Consulting

Whether you intend to retire soon or many years from now, planning for the eventual succession of your business and communicating this plan to management and family members are paramount to a successful ownership transition.

RSM’s private client professionals can help you answer the question: What is succession planning? Our goal is to assist you in making a successful ownership transition. Key areas we focus on include:

  • Pre- and post-transaction planning
  • Income and estate tax planning
  • Cash flow analysis
  • Estate, gift and trust planning
  • Education, transition and succession planning
  • Philanthropic and charitable planning
  • Family office creation, restructuring and governance

Contact us today to discuss your situation and determine where to begin.  

How can we help with your business succession needs?

Contact our business succession professionals today.


Protecting your future, and the future of your business

Transferring the ownership of a business can be a complex and emotional situation. Our team of tax, wealth management and succession planning advisors can work with you and other owners and stakeholders to craft effective succession planning solutions that consider the full range of tax, estate and operational issues involved. This team is also available to help you design a wealth plan to help ensure the liquidity from the sale is working for you, and your family, long after the sale has occurred.

Center for Business Transition

Every business has a life cycle and eventually, as an owner, you will be faced with answering the question, "What's next?” Your current and future decisions should be guided by facts and objectivity. RSM’s Center for Business Transition advisors provide the impartial, strategic guidance needed to help make the best choices for you and your business. Our approach is to not only understand owner readiness, but business readiness, as well.

People and organization

As a business owner, one of your greatest assets is your people. Proper planning can ensure you are able to exit when you want and take advantage of the options most beneficial to you, your business and your employees.

If you have some family members active in the business and others who are not, we can help you explore ownership options that meet and protect the needs of both groups. If you do not have heirs who can or want to take over the business, we can help you evaluate the possible benefits of an employee stock ownership plan (ESOP) or leveraged buyout to create a market for your company.

Transaction advisory services

If you're considering retiring and/or transitioning ownership of your business to the next generation, there are a host of valuation issues to consider. RSM’s business valuation consultants have deep experience working with business owners in determining the value of a company to help ensure that, when you are ready to sell your business, you receive a fair market value. Our transaction specialists also provide due diligence and merger and acquisition assistance.