FINRA's BrokerCheck

Succession Planning

What's next? You've built it. Watched it grow and adapt to changes in the marketplace. Now it's time to secure the future for you and your company.


With more than $10 trillion in business value to be transitioned over the next decade, have you considered what your business’ future may look like? Rehmann’s succession planning team specialize in business transition services for family-owned and privately held companies. We can help map your plan, determine the timeline, understand and maximize your business’ value, minimize tax effects and be intentional for your personal and financial planning.

We use a unique four-step process to ensure a successful future for your company: research and evaluation; financial models; alternatives; and implementation.


Click above to watch Rehmann Principal Brett Nesbit in a Naples Daily News segment to learn three things you must be able to demonstrate in order to enhance your business' value.

Available Resources


Complimentary Assessments 


Looking for more? Check out our succession planning article library.


Contact us

  1. Name*
    Invalid Input
  2. Organization*
    Invalid Input
  3. Email Address*
    Invalid Input


Related Services