Succession Planning

Succession Planning

Prepare yourself and your business for what’s next.

You’ve focused on growing a successful business. Aprio’s succession planning advisors help you understand your options for the transition of your business to future generations, partners or third parties. Whether you need to determine executive benefits, discuss risk management, analyze transactions or manage personal wealth, we can help you move forward with comfort, knowing you and your family will be financially secure. We’ll walk you through the impact transfer options have on taxes and liquidity, as well as the timing and structures around each potential transition scenario. We want you to fully understand all of the pros and cons so you can create the right succession plan for you, your family and your business.

Leadership Team


Business Transfer Strategy

Who should fill your shoes? That person could be someone you have selected and trained or someone you need to recruit. Let our succession planning advisors help you create the right strategy for you and your business.

Generational Transfer Planning

The future of your family business is only as promising as the competence of your next generation and how you prepare them to lead. Let us help you create a strategy and timeline that enables a smooth transfer and the preservation of your legacy.

Executive Benefits

Basic benefits and incentives aren’t enough to recruit and retain the senior leadership you need to grow your business. We help you structure compensation strategies and executive benefits for top talent, including nonqualified deferred compensation and supplemental executive benefits.

Risk Management

Protect your business against the potential loss of top executives with key man insurance and safeguard your interests with buy/sell insurance.

Transaction Advisory

If your succession plan includes selling your business or seeking investment from a private equity firm, we can help you identify potential deal breaker issues and opportunities to maximize your return on investment. We partner with you to set the right business value and terms to make informed buy or sell decisions.

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Private Client

Our advisors will help you understand and manage the personal financial impact that transferring your business will have on you and your family. We coordinate all aspects of your financial landscape, providing you a big-picture view of your situation and the best advice to help you prepare for what’s next.

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