Succession Planning

What do you want your legacy to be?

What’s your business succession plan? Are you transferring your life’s work to family heirs? Or are your key employees the next cycle in the life of the business?

You’ve spent your life building your business and your mark on the world. When it comes time to pass the torch, we make sure your hard work is built to last.

The successful transition of generations can be a challenging one. For over 48 years, PDR has worked with family-owned businesses through their various business stages, including executing the right succession plan and assisting the next generation of leaders.

PDR CPAs + Advisors Succession Planning Solutions:

Audit and Assurance

  • Financial statement audits, reviews and compilations
  • Agreed upon procedures (AUP)

Tax Planning and Compliance

  • Tax projections
  • Strategic tax optimization of sale transaction
  • State and local tax (SALT)
  • Minimizing death & transfer taxes


  • Outlining a transition process
  • Financial forecasts and projections for buyers
  • Retirement income projections for sellers
  • Addressing the needs of employees, creditors, customers and vendors
  • Business restructuring and entity selection
  • Business valuation
  • Due diligence

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At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.