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Succession Planning Services

Succession in family business is changing dramatically due to such factors as globalization, the internet and digitalization in the 21st century – there is more uncertainty and complexity for businesses to be passed along to a new family generation, or deciding if selling the business is a more sensible and viable option.

For most business owners, retiring means selling the company or passing it on to family members. The key to doing this successfully is implementing a succession plan well in advance of retirement.

We provide a holistic planning approach that will help you make educated and well-informed decisions regarding your business, your family and your estate. We will work with all your professional advisors to ensure the coordination, planning and execution of a practical plan. We believe in bringing people and resources together so that our clients achieve their personal and financial goals.

Creating a Succession Plan

Our exceptional and cohesive team of tax planning professionals have experience with the following:

Contact our Succession Planning Team for more information:




Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.