Succession Planning

When you’re ready to sell your company to a third-party buyer or hand it down to family or employees, we can make it a smooth process from pre-sale through post-sale and beyond.

We Help Your Business Succeed

Several businesses fail post-sale due to poor succession planning. The two most common issues that arise which can cause a business to fail after a transition are poor financial management and negative leadership. Our proprietary BizVision™ process will ensure your company remains viable after a succession transition.

Our Process

We use our tried-and-true method, BizVision™, to understand an organization’s people, process, and technology and create its functional organizational chart. This helps current leadership analyze their team so future leadership can be properly groomed to maintain operational integrity after the transition.

How We’re Different

IA Business Advisors has a reputation for merging the technical, emotional, and psychological aspects of succession planning. We work with financial and legal experts to help identify the most cost-effective and efficient process to create a viable business moving forward.


IA Business Advisors develops a change management plan to help get to the root of any current or potential issues so we can rectify them efficiently. We consider the outlook for your business over the next 1, 5, and 10+ years to ensure that all steps taken now are made to ensure long-term validity.

Family Ownership & Transition

Planning succession to family members can often be a sensitive and fragile topic, especially if there are multiple family members working in the business. IA Business Advisors’ BizVision™ process helps us objectively identify the best plan for company leaders to move forward with in order to continue the business’s success.

Post-Succession Support

When due diligence is not performed during the succession process, issues can arise such as new leaders causing disruption to the current company culture. If you’ve already been through succession planning and are facing issues, we can help even after the succession is over.

Get Your Business Prescription

When you are ready to have a clear view (BizVision) of your company and tackle any of the business issues that are hurting your potential viability, contact your business doctor, IA Business Advisors.