CLIENT PORTAL LOGIN SERVICES INDUSTRIES INSIGHTS CAREERS ABOUT CONTACT HOME / SERVICES / CONSULTING / BUSINESS SUCCESSION BUSINESS SUCCESSION 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). 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 Thanks to our highly credentialed team of professionals from a wide range of disciplines, we bring a coordinated, holistic perspective to succession planning. Ready to write the next chapter for your business? First Last City State / Province / Region ARE YOU A CURRENT CLIENT? REQUEST INFORMATION RELATED ARTICLES BUSINESS CONSULTING | SUCCESSION PLANNING THINKING AHEAD: THREE TIPS TO ENSURE SMOOTH SUCCESSION PLANNING [VIDEO] BUSINESS CONSULTING | SUCCESSION PLANNING ESOP 101: WHAT IS AN ESOP AND IS IT RIGHT FOR YOUR BUSINESS SUCCESSION PLAN? BUSINESS CONSULTING | TRANSACTION ADVISORY SHOULD I SELL MY BUSINESS TO A KEY EMPLOYEE? PART ONE: SIX REALITY CHECKS SERVICES CAREERS INDUSTRIES ABOUT INSIGHTS CONTACT Contact RKL Today First Last City State / Province / Region ARE YOU A CURRENT CLIENT? GET IN TOUCH LANCASTER 717.394.5666 YORK 717.843.3804 READING 610.376.1595 CAPITAL REGION 717.790.9333 EXTON 484.874.2200 ALLENTOWN 610.791.2110 BATH 610.791.2110 Subscribe to Our Newsletter GO PRIVACY POLICY LEGAL DISCLAIMER © COPYRIGHT 2021 RKL. All Rights Reserved.