Business Succession Planning

As the journey of every enterprise evolves, the transition of leadership and ownership becomes paramount. At Rohr CPAs, we craft bespoke succession strategies, ensuring your business legacy thrives for generations.

Every private enterprise will eventually face a shift in ownership and leadership roles. It’s essential for business owners to have a transition strategy, whether they’re considering retirement, a transaction, or faced with unforeseen events. At Rohr CPAs, we assist our clients in preparing for and navigating the complexities of sales or ownership changes, ensuring a smooth transition.

Business Legacy Secured

Every enterprise, whether a burgeoning startup or an established family business, holds a vision crafted by its founders and leaders. But the test of enduring success lies not just in today’s triumphs but in ensuring the enterprise thrives beyond its current leadership. Business succession planning isn’t merely a change in names on an office door—it’s about preserving the essence of your business, its values, and its purpose.

At Rohr CPAs, we deeply understand the intricacies involved in this transition. From financial assessments to leadership training, we approach succession planning with a 360-degree perspective, prioritizing both tangible and intangible assets. Our experts work closely with you, diving into the specifics of your business culture, evaluating potential leaders, and ensuring a seamless shift that preserves the legacy and vision you’ve worked so hard to build. Entrust your business’s future with a team that values your past achievements as much as tomorrow’s promise.

Optimizing Value

The decision to sell a business is monumental. It’s the culmination of years, if not decades, of hard work, dedication, and countless decisions. While the journey to this point has been unique, what remains universal is the desire to maximize the value and ensure a smooth transition. Business sale consulting is not just about attaching a price tag—it’s about understanding the intricacies of the business, the market environment, and the aspirations of its leaders.

Generational Planning

Handing over the reins of a business to the next generation is a significant milestone. The path to this moment has been distinct for every owner, yet the shared sentiment is ensuring stability and growth in the transition. Generational ownership transition planning isn’t merely about designating new leadership—it encompasses understanding the essence of the business, preparing the successor, and aligning with the evolving objectives of the enterprise.

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Rohr and Associates, Inc. is a licensed accounting firm in the State of California that provides accounting and tax-related services. Investment advisory services are offered by WealthSource Partners, LLC (“WSP”). No portion of WSP’s services should be construed as legal, tax or accounting advice. Rohr & Associates, Inc. and WSP are independent and unaffiliated entities.