Solutions
Who We Serve
Insights & Events
About
Contact
Solutions Who We Serve Insights & Events About Contact
Advisory Services

Business Succession Planning Services

Don’t risk leaving your legacy uncertain. With Aprio, you can gain control of your succession plan and build strategies that help your business prosper long after your exit.

Changing ownership.
Internal leadership transition.
External sale.

Account for Anything™ with Aprio

Over the course of your career, you’ve worked hard and focused on building a strong, successful business. But now you’re wondering…what comes next?

Effective succession management is a journey, not a destination—and Aprio provides the insight and support you need every step of the way. Our comprehensive approach integrates risk management, executive benefits, transaction analysis, and personal wealth planning to create the optimal succession strategy for your business goals. Whether you’re planning for internal leadership transitions or a sale to an external party, our specialists will evaluate the marketability, timing, and implications of every succession option so you can take this next step with confidence.

Our Focus Areas

Whether succession is just around the corner or a few years in the future, Aprio can help your company undergo a seamless transition with:

  • Business Valuations & Investigations

    If you’re preparing for a transaction, navigating a dispute, or assessing financial risks, rely on Aprio for technology-fueled valuation and investigation solutions that support your company on its growth journey.

  • Business Transfer Strategy

    Who should fill your shoes? Let our succession planning advisors help you create the right business transfer strategy for you and your company.

  • Generational Transfer Planning

    The future of your family business is only as promising as the competence of your next generation. Aprio will help you create a strategy and timeline that enables a smooth transfer and the preservation of your legacy.

  • Executive Benefits

    Our team will help you structure compensation strategies and executive benefits for top talent, including non-qualified deferred compensation and supplemental executive benefits.

  • Risk Management

    Aprio will help you protect your business against potential loss of top executives with key man insurance, buy/sell insurance, and more.

  • Transaction Advisory Services

    If your succession plan includes selling your business or seeking investment from a private equity firm, we’ll help you identify potential deal breakers, find opportunities to increase your ROI, and set the right business value and terms so you can make informed buy or sell decisions.

  • Personal Tax Planning & Wealth Management

    Transferring your business can have a significant impact on personal finances—but Aprio will coordinate all aspects of your financial landscape, giving you a clear view of your situation so you can prepare for what’s ahead.

  • Employee Stock Ownership Plan (ESOP) Services

    We’ll help you install an ESOP and maintain compliance with ongoing fiduciary and regulatory requirements to increase plan value for both your business and your employees.

Your Succession Planning Specialists

With 20+ years of experience helping businesses figure out what’s next

View All People

Succession Planning Resources

View All Insights

Frequently Asked Questions

What does succession planning mean?

Succession planning is a means of preparing for a company’s future, usually involving filling a key vacancy, creating a retirement plan, or transitioning company ownership.

You’ve worked hard over the course of your career—and Aprio is here to help you plan for what comes next. Contact us today to learn more.

Why is succession planning important for business owners?

Having the right succession planning strategy can provide businesses with:

  • Leadership Continuity: Whether you’re a company founder thinking about retirement or an HR team member looking to fill a vacated role, the right succession plan can help make the upcoming transition a smooth one.
  • Cost Mitigation: By using a succession plan, both you and your business will be well-prepared and can avoid any costly surprises.

If you’re thinking about what’s next, Aprio is here to help. Contact us today to learn more about our Business Succession Planning services.

When should a business start succession planning?

Business succession planning should start early, ideally years before a transition, to ensure leadership continuity and minimize disruptions to operations.

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. Contact us today to learn more about the benefits of a proactive succession plan.

Don’t risk leaving your legacy uncertain.

Contact Us
In a corner of the Aprio pinwheel logo, a woman in a brown jacket stares dramatically at something off frame