Secure the Future of Your Business with Expert Succession Planning Support

Succession planning is the process of preparing your business for leadership or ownership changes. It ensures your company continues to operate effectively when a key leader leaves, retires, or moves on. Succession planning is more than choosing the next person in charge. It involves setting up the right systems, structures, and financials to support a stable and successful future.Whether you plan to pass your business to a family member, sell to a third party, or promote from within, succession planning helps you manage the transition with minimal disruption. It is about protecting what you have built, ensuring your employees and customers remain supported, and securing the long-term value of your business.At Escalon, we specialize in supporting small and midsized businesses during this critical stage. Our integrated back office services, including finance, accounting, HR, and payroll, create the operational stability and financial clarity needed to execute your succession plan with confidence.

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Clients who count on Escalon

Escalon’s Succession Services

When you partner with Escalon for succession planning, you gain access to a comprehensive suite of back-office services designed to support every aspect of your business transition. Our experts work alongside you to build a strong foundation that ensures a smooth and successful leadership change.

Financial Planning & Reporting

Human Resources Support

Recruiting & Talent Management

Tax & Compliance

We provide clear, accurate financial planning and reporting to give you full visibility into your business’s health. This helps you understand your company’s value and make informed decisions throughout the succession process. Our experienced CFOs guide you through forecasting, budgeting, and preparing financial statements that are ready for due diligence or sale..

Succession often means change for your team. We help you manage that change with compliant, scalable HR processes that keep employees engaged and informed. From onboarding new leaders to managing benefits and payroll, we handle the operational details so your team remains productive and motivated.

Finding the right successor can be challenging. Escalon supports your recruiting efforts by helping you identify and attract qualified candidates who align with your company culture and long-term goals. We work with you to develop job descriptions, screen candidates, and manage the hiring process efficiently.

Transitions come with complex tax and regulatory requirements. Our tax and compliance experts ensure your business meets all legal obligations, helping you avoid costly penalties or delays. We prepare and file necessary tax documents, manage compliance risks, and keep you informed of changing regulations throughout the succession process.

Escalon clients enjoy the following suite of benefits

Access to high quality resources

Faster turnaround time

Increased profits

Cost - cutting solutions

Let Escalon Help You Maximize Efficiency & Minimize Stress

Our outsourced CFO services include

Outsourcing to Escalon lets you focus on revenue-generating activities, while we handle the financials. Our scalable services grow with your business, saving you time and resources.

Peace of Mind

Outsourcing to Escalon lets you focus on revenue-generating activities, while we handle the financials. Our scalable services grow with your business, saving you time and resources.

Optimize Your Financial Operations

Outsourcing to Escalon lets you focus on revenue-generating activities, while we handle the financials. Our scalable services grow with your business, saving you time and resources.

Optimize Your Financial Operations

Outsourcing to Escalon lets you focus on revenue-generating activities, while we handle the financials. Our scalable services grow with your business, saving you time and resources.

Investor Confidence

Enhance credibility with investors through professional financial management and reporting.

Read what our team members have to say about working at Escalon.

“Our team of professionals will manage all tax services for startups, from identifying deductions to preparing your forms. We know the details of each region’s tax laws, so we can pass that expertise on to you.”

Rory Faber

Kilgoris Project COO

“I think having a one stop shop versus multiple people involved really gives you a good return and you can feel safe & comfortable that things are going to be done correctly.”

Donica Forensich

Vidya Law Group | Founder & President

“One of the things that I know has been very helpful is keeping the expenses low on the accounting and financial side of my startup, so that I can focus primarily my efforts on the development of the product, research/development, and clinical studies.”

Mitch Levinson

Cerebrotech Medical Systems Co-Founder & CTO

“My impression of Escalon as I joined the organization was that they basically saved our organization’s financials.”

Laura Weston

Executive Director @ Acterra

“I don’t think of them as a vendor, I look at them as a resource and a support system for us. I think of them as part of my team. It is almost as if they are a limb of the Squash Zone.”

Richard Elliott

General Manager of Squashzone

“The bottom line is I would have been even willing to pay a little more because now that I realized the confidence I have in the accounting procedures and in the accuracy of data I’m receiving. This is just worth its weight in gold really.”

Frank LaGrotteria

Director & Head Master of Bridgeport International Academy

Nervous about your financials? we can help.

After you complete our form, our team of CFOs will reach out to you. The goal is to understand your needs so we pair you with the right partner.