Transition is a Journey, Not an Event

Ownership Management SuccessionAs the owner of a business, how and when you transition your firm are deeply personal decisions that impact not only you, but your employees. Although every situation is unique, the goal of each succession plan is to bring peace of mind and confidence in the future.

Aligning an anticipatory approach with your aspirations, SN’s experts carefully consider each area of succession impact to ensure that no stone is left unturned in positioning both you and your firm to be future-ready.

Financial Transaction Services:

  • Valuation
  • Tax Strategies
  • Transition Model
  • Buy/Sell Agreement

Business Improvement Services

  • Strategic Planning
  • Business Development
  • Marketing Strategies
  • Financial Management
  • Project Management
  • Compensation
  • Career Paths
  • Workforce Advisory
  • Technology


Scott Hursh 500x500

Scott Hursh, CPA, CCIFP, CDA

Director, AE Consulting

Kate Allen, PE, MBA | Stambaugh NessContact:
Kate Allen, PE, MBA

Director, AE Advisory