Succession Planning

We Prepare for the Hand-Off
So There Isn’t a Performance Drop-Off.

When You’ve Worked This Hard to Build Something, We’ll Make Sure You Can Move Forward Without Looking Back with Regrets.

Maybe you’re ready to retire. Maybe you’re looking for a new challenge. Whatever the reason, passing on your business can be difficult to imagine.
Maner Costerisan understands the complexity around succession planning, and we can help provide confidence, peace of mind, and financial freedom during what can be an especially stressful and uncertain time. We focus on your core business functions, aligning and strengthening your company, improving profitability, reducing overall risk and maximizing value. Through proper succession management, we can make sure what you’ve built can stand on its own.


Our expert team includes a certified business valuation advisor to analyze and determine the value of your business.

With deep experience, we think about the big picture and small details to provide expert guidance during times when emotions can cloud the facts.

We’ll deliver a road-map of your core business functions which directly impact your profitability, business risks and value. Investing the resources today to help you reap future rewards.

We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities to help you achieve them.

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We can help businesses develop clear, practical and actionable steps to help achieve their short and long-term goals.

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Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.

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Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.

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