Top Financial Advisors for Business Succession Planning
Business Sccession Planning services that ensure smooth business transitions while protecting value. Our directory features advisors who develop comprehensive succession strategies considering business continuity, family dynamics, and tax efficiency.
Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
Works with clients across the US
Requirements:
$250,000 Minimum Income, $500,000 Minimum Investment
We specialize in helping high-net-worth families navigate the complexities and risks of growing wealth by having a customized Firm Foundation Wealth Strategy™.
401(k) & IRA Management
Alternative Investments
Estate Planning
Financial Planning
Insurance/Risk Management
Asset Allocation
Family Wealth Transfer
Investment Management
Liquidity & Exit Planning
Portfolio Management
Wealth Management
Tax Strategy
Stock Option Planning
Business Succession Planning
Charitable Giving
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Financial Advice & Coaching
Executive Compensation
Risk Management
Exit Planning
Education Planning
College/Education Planning
Insurance Planning
Life Transition Planning
Specialities
0.50%-1.00%of AUM fee
Works with clients across the US
Requirements:
$750,000 Minimum Income
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
401(k) & IRA Management
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Real Estate Advisory
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$12,000-$25,000One-Time Planning Fee
Works with clients around the world
Requirements:
No Minimum
Clarity Advisors was founded in 2024 in response to the rigid, limited offerings of traditional financial firms. After more than a decade of working with clients, founder Michael Brady saw firsthand how large institutions often failed to meet the real needs of individuals, families, and business owners. He started Clarity Advisors to provide a single, reliable place for financial guidance—where clients can get the advice, strategies, and services they actually need, all under one roof.
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time...
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time...
401(k) & IRA Management
Business Succession Planning
Exit Planning
Family Wealth Transfer
Financial Planning
Insurance Planning
Insurance/Risk Management
Investment Management
Liquidity & Exit Planning
Tax Strategy
Trust Services
Wealth Management
Social Security Planning
Estate Planning
Portfolio Management
Retirement Planning
Risk Management
Life Transition Planning
Specialities
$0-$5,000One-Time Planning Fee
Works with clients across the US
Requirements:
No Minimum
We help athletes and entrepreneurs build and protect wealth.
401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning
Insurance/Risk Management
Financial Planning
Financial Advice & Coaching
Family Office Services
Executive Compensation
Estate Planning
Debt Management
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
Works with clients across the US
Requirements:
$1,500,000 Minimum Investment
I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
401(k) & IRA Management
Asset Allocation
Estate Planning
Executive Compensation
Family Office Services
Financial Advice & Coaching
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Tax Strategy
Alternative Investments
Business Succession Planning
Cash Flow Planning
Charitable Giving
Exit Planning
Family Wealth Transfer
Trust Services
Specialities
$0-$600Subscription
Frequently AskedQuestions
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