Succession Planning Support for Financial Advisors

Working with Family Businesses

Partner with Fusion to guide your clients through seamless ownership transitions, legacy planning, and long-term financial strategy.

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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.

Providing Succession Planning Support for Financial Advisors Guiding Family Businesses Since 2011

Trevor McCandless

CEO, CPA, MTax

Susan Borkowski

CPA PLLC

Thor Conklin

BBA

Katherine Harrington

CPA, MAFM

Danielle Palmer

BBA

The Fusion 12-Month Business Continuity Blueprint

That’s why we’ve developed the Fusion 12-Month Business Continuity Blueprint—a comprehensive consulting program offering succession planning support for financial advisors working with family businesses. This structured approach helps create a clear, strategic roadmap for leadership transitions, operational resilience, and long-term financial continuity.

Our 12-month program goes beyond basic succession planning—it equips your clients with the financial, operational, and governance frameworks they need to protect their family business 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 Clients Legacy – Book a Call Today

Tailored Pricing Plans to Match Your Business

Business Advisory Services Pricing Model

Why Financial Advisors Trust Fusion

Succession Planning Support for Financial Advisors | Expertise in Family Business Dynamics – At Fusion, we understand that family-owned enterprises are more than just businesses; they’re legacies. Our team is deeply experienced in navigating the unique emotional, relational, and financial complexities that come with family dynamics. From managing generational transitions to aligning business strategy with family values, we offer thoughtful guidance that respects both the business goals and the family behind them.
Proactive Tax & Accounting Solutions – We don’t just prepare taxes, we design forward-looking strategies. Our integrated approach combines tax planning, accounting, and business advisory to provide holistic, proactive solutions that anticipate change, minimize risk, and maximize long-term value. Whether it’s estate planning, entity structuring, or year-round tax optimization, we help you deliver smart, compliant solutions that serve your clients’ evolving needs.
Seamless Collaboration with Advisors – We work side-by-side with financial advisors like you, functioning as an extension of your team. From the first strategy session to ongoing implementation, we ensure that every recommendation is aligned with your client’s financial goals and your broader advisory strategy.

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.