Top business succession planning financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're preparing to transfer your business ownership, you need an advisor who understands the complexities of business succession planning. A common mistake is overlooking the tax and legal implications that can jeopardize your legacy or financial security.
- Tax impact awareness. Confirm how they address potential tax burdens that can arise during ownership transfer, including estate and gift taxes.
- Legal structure insight. Ask how they evaluate and recommend changes to your business structure to facilitate a smooth succession.
- Stakeholder coordination. Ensure they consider the interests of all parties involved, from family members to business partners, to prevent conflicts.
- Exit strategy options. Discuss the variety of exit plans they propose, such as selling, gifting, or passing ownership, tailored to your goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran FInancial Advisors
Ethan Siekkinen specializes in business succession planning and offers expertise in managing concentrated stock and private investments, which are crucial for transferring business ownership smoothly. Based in Auburn Hills, MI, he is CFP®-certified and works with high-net-worth clients, providing flat-fee options alongside a 1% AUM fee, distinguishing him with flexible pricing and a strategic investment approach supported by his firm's proprietary market valuation model.
Experience: 1 year
Avg account: $6,397,023
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Michael I
Series 63, Series 65
Livingston, NJ
Raymond James Financial
Michael Ipp specializes in business succession planning, leveraging 41 years of experience and expertise in retirement planning and cash flow management to address complex ownership transfer issues. Operating from a large firm, Raymond James Financial, he offers flat-fee and hourly pricing options, serving a diverse client base including high-net-worth individuals and corporations, which may provide broader resources compared to smaller practices.
Experience: 42 years
Avg account: $700,796
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Jeffrey M
CFP®, ChFC®, Series 66
Greenville, DE
Investment Management & Planning LLC
Jeffrey Macdonald specializes in business succession planning with 18 years of experience, offering expertise in tax strategies for small businesses and wealth management. Based in Greenville, DE, he serves high-net-worth clients as a CFP® and ChFC® certified advisor at Investment Management & Planning LLC, providing fee-based advisory services with negotiable fees and a focus on individualized asset allocation and ongoing account supervision.
Experience: 18 years
Avg account: $466,894
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Patrick F
Series 66
New Market, MD
Intentional
Patrick Ferguson specializes in business succession planning with 17 years of experience and a Series 66 designation, offering flat-fee financial planning and pension consulting services. Based in New Market, MD, he works through Intentional, which provides discretionary portfolio management and retirement plan consulting, combining fundamental, technical, and economic analysis, and supports qualified investors with alternative and private investment due diligence.
Experience: 17 years
Avg account: $426,607
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Jerald L
Series 63
San Antonio, TX
Frost Investment Services
Jerald Liesman specializes in business succession planning with 33 years of experience, offering expertise in tax-loss harvesting and estate planning guidance, which are crucial for managing tax and legal complexities during ownership transfer. Based in San Antonio, TX, he operates through Frost Investment Services, an independent firm providing discretionary portfolio management and comprehensive financial planning with a research-driven investment process, distinguishing him from advisors with less integrated service offerings.
Experience: 33 years
Avg account: $708,997
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