Succession Planning

H2R CPA provides business owners with an organized, systematic and cost-effective approach to prepare their companies for transition. 

H2R CPA’s tax specialists, business valuation experts and business advisors can provide the strategic assistance you need throughout the entire process.

Benefits of Succession Planning

Some of the benefits of succession planning for business owners include:

  • Helping to achieve your business and personal goals
  • Controlling how/when to exit (sometimes called Exit Planning)
  • Maximizing company value
  • Minimizing, deferring, or eliminating capital gains, estate, and income taxes
  • Facilitating your retirement
  • Ensuring the survival and growth of the business
  • Preserving harmony among business owners
  • Defining strategic options from which to choose
  • Creating a well-understood process to be followed

Meet Our Succession Planning Leadership Team

Paul K. Rudoy

CPA/PFS | Partner

Leo A. Hannah

CPA, MBA | Partner

Kieran O’Dea

CPA | Managing Partner

Alex M. Kindler

CPA/ABV/CFF/PFS, CVA, MBA | Partner Emeritus