Overview
Prepare Yourself and Your Business for What’s Next
Over the course of your career, you’ve worked hard and focused on growing a strong, successful business. But now you’re wondering…what comes next?
Effective succession management is a journey, not a destination—and Aprio's goal is to give you all the information and support you need along the way. Whether you’re planning for internal succession or preparing for a sale to an external party, our comprehensive transition strategies are specifically-tailored to your company’s goals and benchmarks.
Our process includes evaluating the marketability of your business, exploring the impact, timing, and structure that each transfer option will have on your taxes and liquidity, and providing an independent assessment of the pros and cons of each succession plan outcome. From risk management and executive benefit determination to transaction analysis and personal wealth management, Aprio can help you comfortably move forward with your succession planning.
Who We Serve
Helping Cross-Industry Clients Undergo a Smooth Transition Process
Across a variety of industry sectors, Aprio provides valuable insights to small and mid-sized businesses that are looking towards the future, including:
Engineering Companies
Architecture Firms
Professional Services Providers
Construction Companies
How We Help
Succession Strategies That Increase Value—and Lower Taxes
Whether succession is just around the corner or a few years in the future, Aprio's business succession planning team can help your company undergo a seamless transition.
Why Aprio
Focused on Your Business's Long-Term Goals
Unlike many CPAs who step in at the last minute, Aprio’s dedicated CPAs and advisors engage in succession planning an average of 3-5 years before the actual transition. Our team members focus on increasing business value for owners while providing incentives for key employees to achieve business goals and reduce taxes.
Team members at Aprio
Years of succession planning experience
Aprio's ranking among the largest business advisory and CPA firms in the US
Leadership
Putting Two Decades of Succession Planning Experience at Your Fingertips
Succession planning is a big step in a company's life cycle—and it requires an experienced hand. With twenty years of experience in the succession planning space, Aprio's dedicated professionals can help you and your company figure out what comes next.
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