Business Succession Planning Services | RKL LLP

Business Succession Planning Services

Developing the Transition Strategy That’s Right for You and Your Business

In the story of your business, succession planning can often be the most challenging chapter to write. At RKL, our team of experienced business consultants is uniquely qualified to help you smoothly transition to the next phase. Whether you need an active, hands-on partner to drive the process or a technical advisor to provide support on an as-needed basis, you won’t find a stronger ally than RKL to help move your business into the future.

Every business is unique, so RKL’s succession planning experts recognize the importance of tailoring the process to meet the specific financial needs and wishes of the owner, from both a personal and business perspective. RKL stands apart from other regional firms with its “listen and learn” approach to building a customized plan for succession – each engagement starts with our professionals asking, “What do you want to accomplish at the end of your business ownership?” Understanding these goals is the foundation from which RKL’s consultative process begins, because we want to provide the appropriate tools and resources to help you achieve the future you envision.

Part of this customized approach to succession planning means tapping into RKL’s broad spectrum of capabilities and expertise as needed throughout the process. Whether it is tax strategy, personal financial planning or wealth advisory services, RKL is uniquely positioned to advise clients on succession planning from a coordinated, holistic perspective. RKL’s highly credentialed team of professionals covers a wide range of disciplines, including Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®).

RKL’s Business Succession Planning experts can help you: 

  • Assess your personal financial situation
  • Consider your business and ownership goals
  • Determine what your business is worth
  • Transition, sell or recapitalize your business
  • Leverage additional RKL expertise needed throughout the process, including tax, personal financial planning and wealth advisory services

Ask RKL: Succession Planning

Run-time: 03:29 Considering your exit strategy? A successful outcome depends on having a clear picture of your company’s value, your financial position and your ownership options.

Let’s talk about your business’ next chapter. Contact Paula K. Barrett, CPA/ABV, CVA, at 610.376.1595 or