Succession Planning

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Succession Planning

elliott davis

Looking into the future.

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Succession and exit strategy planning is key to maximizing the transition of generational wealth. For a century now, we’ve guided business owners through various economic cycles, from external sale to a family transition, management buyout, or passive ownership arrangement. We’re prepared to help you craft a plan that is unique to your needs and circumstances.

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solution overviews

Personal

  • Owner Goals
  • Family Dynamics
  • Estate Planning

Finance

  • Tax Planning and Structuring
  • Company Valuation
  • Equity Restructuring (ESOP, Management Buyout)
  • Alternative Compensation Plans (Deferred Compensation)

Operational

  • Strategic Planning
  • Roles and Responsibilities
  • Policies and Procedures
  • Performance Management

Governance

  • Board Composition
  • Legal Governing Documents
  • Business Continuity Planning

Featured Insight

Helping business owners develop a succession strategy

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A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive valueA seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

Prepare your business for sale with integrated financial, tax, and technology diligence. Reduce risk, defend value, and strengthen buyer confidence.

Article
July 7, 2026
Using financial evidence to break a partnership deadlockUsing financial evidence to break a partnership deadlock

Using financial evidence to break a partnership deadlock

See how a specialty healthcare group used data driven financial modeling to resolve a 50/50 partnership deadlock, support succession planning, and unlock long term value.

Case Study
April 16, 2026
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
Preserving legacy through planning: A family’s QPRT strategyPreserving legacy through planning: A family’s QPRT strategy

Preserving legacy through planning: A family’s QPRT strategy

Learn how one family used Qualified Personal Residence Trusts (QPRTs) to preserve generational wealth and reduce estate taxes on $16 million in real estate. Discover strategic planning insights and potential savings.

Case Study
September 10, 2025
How one family-owned business modernized for growthHow one family-owned business modernized for growth

How one family-owned business modernized for growth

Discover how a family-owned business worked with Elliott Davis to modernize operations, navigate generational transition, and build a scalable finance function to support rapid growth and acquisitions.

Case Study
September 2, 2025
How a complex family-owned business unified its financial strategy with a holistic approachHow a complex family-owned business unified its financial strategy with a holistic approach

How a complex family-owned business unified its financial strategy with a holistic approach

Learn how a multigenerational family-owned manufacturing business unified its financial strategy with Elliott Davis through a holistic, relationship-led approach.

Case Study
August 14, 2025

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