Succession Planning Services
Succession planning consultants who understand the architecture + engineering industry
What is succession planning, and why is it important?
Succession planning, also called exit or transition planning, creates a roadmap for future leadership changes. This could mean an owner is retiring and transferring the firm to family members or funding their next big adventure with a third-party sale.
A succession plan also outlines how immediate and ongoing financial obligations will be met, like any remaining contracts. While a business can represent one of the most valuable assets in the portfolio, succession planning can feel uncomfortable.
However, unexpected life events can negatively impact a business’s value or reputation without a plan. A documented succession plan gives you the control and confidence to ensure a smooth transition and leaves the company in the most capable hands.
Aldrich’s advisors have the industry expertise to help you transition your architecture and engineering firm and maximize future returns.
Understanding your business
Growing an architecture or engineering firm takes years of hard work, and we know how important it is to protect that legacy. Many leaders want to ensure their succession plan provides jobs and income to key employees and family members. Others want their legacy captured through charitable contributions. There is no one size fits all for exit planning, so our advisors take the time to get to know you, your business, and your financial goals.
What sets us apart
A succession plan should give you peace of mind and hope for the future. Our experts help take the stress and uncertainty out of the process by providing industry know-how to address challenges specific to architecture and engineering firms. We serve firms ranging in size and will always apply the approach that works best for you.
If you’re ready to create a transition plan, we’re ready to talk.
Reach Out to an Advisor
Partner
Diana Strassmaier, CPA, CCIFP®
Aldrich CPAs + Advisors LLP
Diana joined the firm in 2018 with almost two decades of experience serving members of various industries including construction, engineering and architecture, manufacturing and distribution, and government contracting. A specialist on conducting overhead audits, Diana works closely with government contracting industry clients to offer clarity on how overhead rates work and help them maximize compensation…. Read more Diana Strassmaier, CPA, CCIFP®
Diana's Specialization
- Indirect cost rate (overhead) audits and consulting
- Financial audits, reviews and compilations
- Business and personal tax planning and preparation
- Certified QuickBooks ProAdvisor
- Management consulting
- Compensation analysis
- Sage Fixed Assets Certified Consultant
Looking for support or have a question?
Contact us to speak with one of our advisors.
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