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Business Succession Planning

One of the most critical turning points for any closely-held business occurs when existing leadership decides it’s time to turn the reins over to someone else. However, when such changes take place without a carefully planned and executed transition plan, the company’s future can be at risk.

The knowledgeable advisors at Soren McAdam know how to remove the complexity from business succession planning. Our team starts each engagement by meeting with the senior executive or leadership team to gather information on a transition timeline and goals. This may include a sale of the business to outside buyers, a decision to go public or the eventual promotion of a family member or other inside business leader to the top job. Regardless of the situation, we have the advisory, compensation, tax and human resources expertise to navigate even the most challenging succession plan.  

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Contact Us

If you’re ready to work with an accounting partner who knows your name as well as your industry, contact Roger Wadell at 909-798-2222. Our team will deliver straight talk, sound solutions and a smooth overall transition experience.