Pass the Baton with Care.
Family business transition planning.
We coordinate tax, governance, leadership development and communications so the transfer of a business to the next generation strengthens the family rather than fracturing it.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Advisory
Every engagement, considered.
The core of what's included when you engage PAG for estate & succession advisory.
Multi-year succession roadmap and timeline
Family governance, councils and charters
Leadership transition coaching
Tax-efficient transfer structuring
Stakeholder and employee communications planning
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, guiding every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Advisory practice
Business Advisory
Strategic counsel for owner-operators.
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Strategic finance leadership without the full-time hire.
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Budgets, forecasts and rolling cash plans.
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Diagnose leaks, surface margin, fund growth.
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