Succession Planning and Business Valuation


We Offer Succession Planning and Business Valuation Support in the Following Areas:

Estate, Gift and Trust Planning

Our professionals can advise or assist your legal counsel with short or long-term planning, the preparation of wills, buy-sell agreements, business valuations, compensation and retirement agreements, simple or complex transition planning customized for you including family and charitable gifts arrangements.

Business Succession Planning

We create a clear path forward to meet critical milestones and responsibilities. This road map helps us guide you on the succession journey and ensures success for one of the most significant events of your life.

Business Valuation

We conduct a thorough assessment of factors that form an accurate picture of your company’s current standing and long-term prospects.

Wealth Management

Our Wealth Management team specializes in providing clients with a highly probable path to reaching their investment goals. Leveraging a factor-based investing approach, we isolate the factors that are most critical to investing success.

Transaction Advisory Services

We guide our clients in confidently moving through the complex mergers and acquisitions process - from planning and negotiations to closing the transaction and beyond.

& More

Our “& More” philosophy means that we go above and beyond traditional succession planning and business valuation practices. Speak to one of our experts today to learn how we can propel your business forward.

We Serve

  • Healthcare
  • Tax-Exempt
  • Contractors
  • Manufacturing and Distribution
  • Public and Private Companies
  • Hospitality
Insights from Our Experts
Meet our team of industry experts.
Anthony Duffy
Recent Article

Failure to Plan Has a Price

If you’ve said or thought this, you are not alone. Many business owners are either overwhelmed by th
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Jack Capron
Recent Article

Reconstructing Your Estate Plan in the New Tax Environment

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How Can We Help Move Your Business Forward?

Contact us to speak with one our industry experts today.