Top Succession Planning Companies

A high-performing Succession Planning solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Succession Planning companies around the globe. Providers and reviews are vetted extensively to ensure that we capture verified client feedback, project details, and measurable results. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

Ratings Updated: July 27, 2026

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19 Companies

List of the Best Succession Planning Agencies

Quest - Advisory, Business Succession & M&AProfile set up by Edverise AI
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At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our…
Highlights
10-49
Employees
Davidson, North Carolina, United States
Location
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
Anatona LLPProfile set up by Edverise AI
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Anatona LLP is a capital advisory firm that focuses on growth and exit strategies. It assists small and medium-sized enterprises (SMEs) in achieving results through affordable solutions and unbiased financial services. Located in Vancouver, Anatona has successfully supported numerous Canadian SMEs,…
Highlights
$5,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
West Vancouver, British Columbia, Canada
Location
Services Provided
100% Business Plan Development
66% Financial Advisory & Consulting
34% Succession Planning
AI Summary
“No AI summary available for this company yet.”
Vantage ConsultingProfile set up by Edverise AI
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Christian Muntean is an executive advisor who assists business owners and senior executives of companies with revenues between $10M and $100M as they deal with leadership transitions, succession planning, and preparations for future exits. He collaborates with presidents, CEOs, boards, and executive…
Highlights
Anchorage, Alaska, United States
Location
Services Provided
80% Business Consulting Services
20% Succession Planning
AI Summary
“No AI summary available for this company yet.”
J
JPA International, Inc.Profile set up by Edverise AI
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We are an award-winning boutique specializing in succession planning, talent assessment, leadership development, and executive coaching, led by the only licensed business and counseling psychologist in the U.S. Our extensive experience encompasses navigating disruption and hybrid work environments,…
Highlights
$50,000+
Min Project Size
2-9
Employees
Beverly Hills, California, United States
Location
Services Provided
50% Leadership Development
30% Executive Coaching
20% Succession Planning
AI Summary
“No AI summary available for this company yet.”
Ferguson AllianceProfile set up by Edverise AI
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We support family-owned businesses in thriving through our services, which include executive coaching, strategic planning, leadership development, succession planning, governance, and intermediary services for mergers and acquisitions. Our team of business advisors and consultants collaborates with…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Houston, Texas, United States
Location
Services Provided+1 Services
30% Executive Coaching
25% Business Strategy & Planning
20% Leadership Development
15% Succession Planning
AI Summary
“No AI summary available for this company yet.”
Stranberg Resource GroupProfile set up by Edverise AI
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Family-owned and founder-led companies rely on Stranberg to maintain leadership continuity by pinpointing what is necessary for the next generation of CEOs and executives, as well as identifying the most suitable candidates for those positions. Rooted in the values that characterize your family and…
Highlights
2-9
Employees
Lake Forest, California, United States
Location
Services Provided
70% Executive Search Services
30% Succession Planning
AI Summary
“No AI summary available for this company yet.”
ExitPros LLCProfile set up by Edverise AI
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ExitPros assists business owners in getting ready, strategizing, and successfully executing their exit plans to maximize their business's value. We offer specialized support in creating exit strategies, assessing business valuation, enhancing value, planning for succession, and managing transitions.…
Highlights
2-9
Employees
Littleton, Colorado, United States
Location
Services Provided
40% Succession Planning
25% Business Valuation Services
20% Business Consulting Services
15% Business Transition Management
AI Summary
“No AI summary available for this company yet.”
Zilo International Group LLCProfile set up by Edverise AI
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Zilo International Group LLC is a consulting company located in Colorado. We collaborate with organizations across various sectors—including public, private, and nonprofit—to provide solutions throughout all stages of an organization's lifecycle. This includes assistance with growth and market expan…
Highlights
$25,000+
Min Project Size
150+
Avg Hourly Rate
10-49
Employees
Centennial, Colorado, United States
Location
Services Provided
40% Business Strategy & Planning
30% Business Restructuring
30% Succession Planning
AI Summary
“No AI summary available for this company yet.”
DHR InternationalProfile set up by Edverise AI
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DHR International is an executive search firm that operates 60 fully-owned offices worldwide, including locations in North and South America, Europe, Asia, and the Middle East. Their esteemed consultants are experts in various industries and functions, offering exceptional senior-level executive sea…
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
250-999
Employees
Chicago, Illinois, United States
Location
Services Provided
69% Executive Search Services
16% Management Assessments
15% Succession Planning
AI Summary
“No AI summary available for this company yet.”
OpnRoadProfile set up by Edverise AI
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Our team offers guidance to North American business owners generating $2 to $25 million in revenue on mergers and acquisitions, as well as strategies for growth and exit planning.
Highlights
2-9
Employees
Revelstoke, British Columbia, Canada
Location
Services Provided
59% Mergers & Acquisitions Consulting
25% Business Strategy & Planning
16% Succession Planning
AI Summary
“No AI summary available for this company yet.”

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