Succession Planning
Preparing for Ownership Transition with Confidence
Whether you’re preparing for retirement, transferring ownership to a family member, or onboarding the next generation of leadership, a business valuation is an essential tool in any succession plan. We help owners and their advisors understand the value of the business and plan for a tax-efficient, strategically sound transition.
Succession planning requires more than just a number, it requires a practical understanding of how value will transfer over time, what tax and legal implications apply, and how to ensure the continuity of the business. We deliver valuations designed to support both planning and execution.
What We Provide
Valuation for Internal Transitions
- Sales to family members, management teams, or key employees
- Consideration of control and minority interest positions
- Support for phased buy-ins or equity earn-outs
Pre-Sale Planning Support
- Valuations to support gift planning or pre-transaction structuring
- Collaboration with attorneys, CPAs, and estate planners
- Assessment of transfer timing and impact on value
Family Business Succession
- Multi-generational family businesses
- Coordination with trust structures and estate planning documents
- Support for equalization strategies or complex ownership scenarios
Post-Transaction Planning
- Valuation allocations for financial reporting or tax basis
- Support for deferred compensation, earnouts, or holdbacks
- Exit strategy alignment with long-term business goals
Need a Valuation for Succession Planning?
If you or your client is preparing for an ownership transition, we can help ensure the business is valued fairly, and that the plan is built on a solid financial foundation.
Email or call Zach to discuss your needs
zgilbert@royer-cpa.com | 207-956-6729
