Top advisors focused on business succession planning in the US
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 planning 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 affect your family's financial future.
- Exit strategy alignment. Confirm how they tailor succession plans to your personal and business goals, not just generic templates.
- Valuation expertise. Ask how they determine your business's worth and incorporate that into the succession plan.
- Tax impact awareness. Ensure they consider potential tax consequences for you and your heirs during the transition.
- Stakeholder communication. Check how they facilitate discussions among family members or partners to prevent conflicts.
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 concentrated stock management and private investments, which are crucial for complex ownership transitions. Based in Auburn Hills, MI, he provides flat-fee options and serves high-net-worth clients independently, differentiating him with a strategic asset allocation approach supported by proprietary market valuation models at Plante Moran Financial Advisors.
Experience: 0 years
Avg account: $6,397,023
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Michael I
Series 63, Series 65
Livingston, NJ
Raymond James Financial
Michael Ipp's 41 years of experience and focus on business succession planning equip him to address the complexities of transferring business ownership, including tax and legal considerations. Operating from a large firm, Raymond James Financial, he offers flat-fee and hourly fee structures, serving a diverse client base with tailored financial plans, which may provide more personalized attention compared to advisors with narrower client scopes or different fee models.
Experience: 41 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, combining 18 years of experience with expertise in tax strategies for small businesses and wealth management, which is crucial for navigating the complexities of transferring business ownership. Based in Greenville, DE, he serves high-net-worth clients as a CFP® and ChFC®, offering negotiable fee structures and personalized portfolio management through Investment Management & Planning LLC, distinguishing him with 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 tailored strategies that consider tax impacts and stakeholder communication. Operating from New Market, MD, he provides flat-fee financial planning and pension consulting services through Intentional, which emphasizes a combined fundamental, technical, and economic investment approach, distinguishing him from advisors focused solely on traditional asset management.
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 tailored strategies that consider tax implications and estate planning. Based in San Antonio, TX, he operates through Frost Investment Services, an independent firm providing discretionary portfolio management and ESG overlay services, which may appeal to clients seeking integrated investment and tax-aware succession solutions.
Experience: 33 years
Avg account: $708,997
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