Succession Planning Services
Planning an effective succession with experienced professionals
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.
Understanding your business
Growing a company 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.
Meet Our Professionals
Managing Director + President of Aldrich Capital
Brian Andreosky, CEPA
Aldrich Capital Advisors LP
Brian Andreosky joined Aldrich in 2019 and became the president of Aldrich Capital in 2025. He is dedicated to helping business owners transition their companies. In this role, he provides exit planning services to help business owners find the right solution to transition and maximize the value of their business. Brian is a member of… Read more Brian Andreosky, CEPA
Brian's Specialization
- Closely-held business and owners
- Business succession planning
- Business planning and analysis
- M&A and capital raise transactions
- Valuation
- CEPA, Certified Exit Planning Advisor
