Succession Planning

Create a future legacy for your business

Ensure a Successful Transition

Don’t wait until you announce your retirement. Succession planning must be done early in order to ensure that proper due-diligence was performed on all required research and paperwork.

Identify Qualified Leaders

Our team of financial experts can help you quickly find qualified leaders through their vast network of trusted partners and contacts acquired over the years.

Plan For The Future

One of the most important reasons to have a succession plan is to ensure the longevity of your business. We can help you with the process from start to finish. 

What's on Your Mind?

When the time comes, you may be planning to sell your business to a stranger or give your business to a family member or trusted employee. Nperspective can help you be ready for a successful transition.

Stressed female

Continuity & Succession Planning Solutions

The succession planning solutions provided by Nperspective CFOs are designed to help you with all of the logistical and financial decisions involved in  developing and implementing a well-designed continuity & succession plan.

Succession Planning

Not having a succession plan can put your business at risk. We'll help you develop short-range and long-term plans to protect the legacy of your business.

Transferring Ownership

Whether you are selling your shares to a co-owner, passing ownership to a heir, or selling your business to an employee or outside party, Nperspective will guide you on the best selling arrangement.

Financial Consulting

Lean on the financial expertise of Nperspective for everything from business valuations, and retirement projections, to tax consequences and leadership support.

How to Get Started

Schedule a Free Consultation

We listen to you and take the time to learn about your business and your current challenges so that we can share how we can add value.

Engage With a Succession Planning Advisor

We'll engage with your business team and gather information to formulate a custom strategy to achieve your goals.

Follow Through With
Action

Our partners will help you turn strategy into action by taking the necessary steps to move your business forward.

People at meeting at restaurant

Get Started on Your Succession Plan

In preparation for a meeting with us, please gather as much of the following as you have: 

Mergers & Acquisitions Support

Post-Merger Integration

The events that unfold after a merger are equally important. Explore how our team of M&A experts can ensure a successful transition post-merger.

Exit Planning

Leverage a customized exit planning roadmap to help you maximize the value of your business when it's time to leave.

Due Diligence

A well coordinated due-diligence process ensures a smooth transition and integration of operations after the deal is closed. 

Teamwork and cooperation

Need Help Developing a Succession Plan?

Let us give you a new perspective 

Business Succession Planning Solutions in Florida

Our team of seasoned financial professionals are available to assist businesses across the state of Florida and nationwide. Consider us an extension of your team.
Give us a call to see how we can help you be ready for a successful transition.

Lake Eola and Orlando Skyline

Orlando

941 W. Morse Blvd,
Suite 100
Winter Park, FL 32789

Tampa Bay Skyline

Tampa/St.Pete

2202 N. Westshore Blvd,
Suite 200
Tampa, FL 33607

Miami Skyline

Miami

701 Brickell Avenue,
Suite 1550
Miami, FL 33101

Boca Raton Florida

Boca Raton

2385 NW Executive Center Dr, Suite 100
Boca Raton, FL 33431

Lake Eola and Orlando Skyline

Orlando

941 W. Morse Blvd,
Suite 100
Winter Park, FL 32789

Tampa Bay Skyline

Tampa/St.Pete

2202 N. Westshore Blvd,
Suite 200
Tampa, FL 33607

Miami Skyline

Miami

701 Brickell Avenue,
Suite 1550
Miami, FL 33101

Boca Raton Florida

Boca Raton

2385 NW Executive Center Dr,
Suite 100
Boca Raton, FL 33431

Meet The Team

Serving hundreds of businesses for over 15 years, we know and understand the challenges faced by business owners and can provide expert advice across a variety of financial functional disciplines to help your company achieve its financial and strategic goals during the succession process.

Nperspective CFO and Strategic Services Team

Access free business resources to help grow your business

Timely and relevant articles written by Nperspective firm members that provide valuable financial insights.

Access on-demand webinars packed with tips and helpful advice to enhance your business.

From white papers to business templates. Access free financial tools to make life easier.

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insights delivered right to your inbox

Timely and relevant articles written by Nperspective firm members that provide valuable financial insights.