Strategic Legacy & Ownership Transition Planning

for Family Businesses

At Fusion CPA, we understand the unique challenges financial advisors face when guiding families through legacy planning, ownership transitions, and long-term business sustainability.

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Whether advising a multi-generational enterprise or a first-generation family business, your clients require a tailored approach to ensure financial security, tax efficiency, and a seamless transition of leadership and assets.

How We Support Financial Advisors & Their Clients

  • Legacy & Succession Planning – Develop clear, structured plans for passing down business ownership while minimizing tax burdens.
  • Ownership Transition Strategies – Facilitate smooth leadership transitions, whether through intra-family succession, management buyouts, or third-party sales.
  • Tax & Estate Optimization – Implement strategies to reduce tax liabilities, protect family wealth, and ensure regulatory compliance.
  • Business Valuation & Structuring – Assess company value and structure transitions that align with long-term financial goals.
  • Governance & Financial Controls – Establish financial oversight frameworks that maintain stability and continuity.

Guiding Family Businesses with Expertise Since 2011

Trevor McCandless CPA, MTax

Trevor McCandless

CEO, CPA, MTax

Susan Borkowski_CPA_Accounting Manager

Susan Borkowski

CPA PLLC

Thor Conklin

BBA

Katherine Harrington

CPA, MAFM

Danielle Palmer

BBA

The Fusion CPA 12-Month Business Continuity Blueprint

That’s why we’ve developed the Fusion CPA 12-Month Business Continuity Blueprint—a comprehensive consulting program designed to help family businesses create a clear, strategic roadmap for leadership, operations, and financial continuity.

Our structured 12-month program goes beyond leadership succession—it ensures your clients have the financial, operational, and governance frameworks needed to protect their business and family legacy for generations.

What’s Included in Your Blueprint?

Leadership Transition & Succession Planning

  • Identifying potential successors and leadership gaps
  • Developing mentorship and training plans for the next generation
  • Establishing decision-making protocols for leadership changes

Operational Continuity & Risk Management

  • Creating a playbook for unexpected disruptions
  • Ensuring critical business processes are documented
  • Establishing contingency plans for financial, operational, and personnel risks

Financial & Estate Planning for Family Businesses

  • Reviewing ownership structures and wealth distribution plans
  • Tax-efficient estate planning to prevent disputes

Family Governance & Communication Strategy

  • Defining family business roles, rights, and responsibilities
  • Structuring family meetings to keep everyone aligned
  • Creating a conflict resolution framework to avoid internal disputes

Aligning Business & Personal Legacy Goals

  • Documenting the founder’s vision and long-term goals
  • Defining shared values to guide future decisions
  • Ensuring business decisions align with family priorities

For family businesses, these steps aren’t just an exercise—they’re essential to protecting wealth, ensuring stability, and maintaining harmony across generations.

Protect Your Legacy – Book a Call Today

Tailored Pricing Plans to Match Your Business

Business Advisory Services Pricing Model

Why Financial Advisors Trust Fusion CPA

  • Expertise in Family Business Dynamics – We understand the emotional and financial complexities that come with family-owned enterprises.
  • Proactive Tax & Accounting Solutions – Our team integrates tax planning, accounting, and financial advisory to create holistic, strategic solutions.
  • Seamless Collaboration with Advisors – We act as an extension of your advisory team, ensuring your clients receive specialized, high-level financial guidance.

Let’s Partner to Secure Your Clients’ Legacies

As a financial advisor, your role in preserving family wealth is critical. Partner with Fusion CPA to provide the highest level of expertise in succession planning, ownership transitions, and long-term financial strategy.

Schedule a Consultation Today – Let’s discuss how we can support your clients’ long-term success.