Succession planning solutions for businesses

Your legacy is on the line. If you don’t have a succession plan, you’re rolling the dice on everything you’ve worked hard for. It’s never too early. Our team is here to protect your assets, ensure a smooth leadership transition and give you the tools to thrive long after you’re gone.

Our services

Set the stage for a powerful exit. From succession to sales, we develop strategic plans that make ownership transitions smooth and stress-free. You’ve built something great—we make sure your legacy lives on, exactly how you envisioned it.

Know your business's true economic value. We dive deep into financials, market position and growth potential to deliver powerful insights that uncover hidden opportunities, boost value and drive smarter decisions.

Interested in becoming an ESOP, but don’t know where to start? We take care of the full process—plan design, ownership structure and compliance—making employee ownership strategic and fully aligned with your business goals.

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Don’t wait for things to fall apart. Get ahead, stay ahead and watch your legacy take root.

Plan ahead. Protect your future.

“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Wealthcare Advisory Partners, LLC doing business as SSC Wealth, LLC. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.