Kutchins, Robbins & Diamond, Ltd. Certified Public Accountants and Advisors

Succession Planning

Succession Planning

KRD’s succession planning consultation services will ensure your business transitions smoothly to the next phase. Our advisors listen to your goals, challenges and concerns to ensure we develop a succession strategy that is right for you and your business. 

We understand every business is different, so it’s important to tailor the succession process to meet the specific needs and wishes of the owner, from a personal and business perspective. 

At KRD, our business succession planning consultants can help you:

  • Assess your personal financial situation
  • Consider your business and ownership goals
  • Determine how much your business is worth
  • Transition, sell or recapitalize your business

KRD’s Cross-Disciplinary Approach 

KRD’s customized succession planning also includes our firm’s broad spectrum of capabilities and membership of professional groups to ensure you have access to professionals with the appropriate credentials:

  • Certified Public Accountants (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA) 
  • Certified Financial Planner (CFP)
  • Certified Exit Planning Advisor (CEPA)

Benefits of Hiring Succession Planning Consultants 

Expertise: Our firm has over 40 years of succession planning experience. We know what works and what doesn’t. We will make sure your succession plan aligns with your strategy and goals while you can focus on running your business. 

A Fresh Perspective: An unbiased perspective can identify opportunities and challenges not otherwise seen.  Our knowledge and strategic perspective can create a clearer perception of your business’s structure. 

Reach Your Goals: How will you measure the efficiency of the succession plan? Succession planning consultants will help you determine what to measure, why it’s important, how it ties to the business and succession strategy result. 

Contact KRD Today for Your Complimentary Initial Consultation

You can rely on KRD’s succession planning guidance. Contact KRD today at 847-240-1040 or fill out our online contact form.

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    CONTACT

    SCHAUMBURG

    1051 Perimeter Drive, 9th Floor
    Schaumburg, IL 60173

    Office: 847-240-1040
    Fax: 847-240-1055

    CHICAGO

    35 E. Wacker Dr., Suite 690
    Chicago, IL 60601

    Office: 312-201-6450
    Fax: 312-201-1286