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.
Developing a Succession Plan Tailored for You and Your Business
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.
Cross-Disciplinary, Specialized Expertise
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®), Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA).