Succession Planning

Securing Your Future with Foresight and Guidance

At Sussman & Addis, CPAs, we help business owners and families plan for the future with confidence. Whether you’re preparing to transition your business to the next generation, sell to a partner, or plan your personal estate, our team provides thoughtful, strategic guidance every step of the way. We understand that succession planning involves more than just numbers - it’s about protecting your legacy, supporting your people, and ensuring a smooth and tax-efficient transition.

Our approach combines financial expertise with personalized planning to help you define your goals, structure your business effectively, and minimize potential tax burdens. We work closely with your legal and financial advisors to coordinate every detail, ensuring continuity, stability, and peace of mind.

What We Can Do for You:

• Develop customized business succession strategies
• Analyze ownership and entity structures for efficiency
• Coordinate with attorneys and financial advisors on transition plans
• Identify and minimize potential tax liabilities during ownership transfers
• Value business assets and assist with equity allocation
• Provide cash flow and retirement impact analysis for outgoing owners
• Plan for continuity of management and employee retention
• Guide family-owned businesses through multi-generational transitions

With Sussman & Addis, CPAs, you’ll have trusted advisors who understand both the technical and personal sides of succession planning - helping you secure your legacy and set the next generation up for success.