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"Andersen & Company has provided exemplary business accounting services for Carlile • Macy, Inc. for over 30 years… They have always been just a phone call away with their consulting services. Carlile • Macy is very proud of our on-going relationship with Andersen & Company."
Jeanne L. Simpson, CPA, Principal and CFO
Carlile • Macy, Inc.

"More than accountants, Andersen & Company has been our trusted advisor, partner and as much a part of our team as anyone in our company for over 25 years… Quite frankly, Andersen & Company’s support has played a significant role in our success. They really care about Keegan & Coppin."
Al Coppin, CPA, President
Keegan & Coppin Company, Inc.

"Our company, ThermaSource, has experienced monumental growth in the last 18 months… We are extremely happy with our relationship with Andersen & Company."
Louis E. Capuano, Jr., President and CEO
ThermaSource, Inc. and ThermaSource, LLC.

"Andersen & Company is an integral part of our management team. Their staff is knowledgeable and responsive with resources not found in all CPA firms."
Rick Call, President
Power Industries

"We have been working with Rick Gillespie and his team at Andersen & Company for over 15 satisfying and successful years. They have taken the time to understand our business and our goals... Over the years, they have become a trusted advisor to our management team... No matter the subject or challenge at hand, we always share a laugh or two and enjoy our work with Rick and his team."
Greg Swaffer, President
Summit Engineering

"The business advice that Andersen & Company has presented to us throughout our long relationship – over 20 years – has been instrumental to our growth. From advance tax deferral strategies to comprehensive succession planning services, our team at Andersen has always been there when we needed them and has answered our needs with sound plans."
Peter Schellinger, Managing Director
Schellinger Brothers, L.P.

"It has been a pleasure to work with Andersen & Company for over ten years. Their expertise in the real estate industry and experience with general business issues has been very beneficial in helping us run our operation more effectively."
Chris Peterson, Partner
Rivendale Homes, Inc.

"It is the personal attention we receive that is geared to the needs of our company that set Andersen & Co. apart from other accountants."
Dan Thielen, Operations Manager
Michael's Harley Davidson

"15 years ago Andersen & Company expertly handled a very complex business and ownership transition for us. They have provided our accounting, tax, and business consulting services ever since, and I have slept peacefully under their guidance."
Don Tomasi, AIA and Senior Principal
TLCD Architecture

Business Succession Planning & Exit Strategies

Whether transferring a business to family members, key employees or positioning the business for sale, our team provides a comprehensive approach to service all your succession planning needs. We have worked with family-owned businesses for more than two decades, helping them create plans in which everyone benefits.

According to recent studies, 50 percent of all U.S. business owners expect to retire in five years. However, only 32 percent have identified successors, and just over half have buy-sell agreements. Successful perpetuation of businesses requires a holistic plan that integrates tax, estate and valuation considerations with business management and continuity strategies. Most importantly, the plan has the greatest chance of success if it is formulated during the company’s infancy and revisited annually.

Andersen & Company has helped owners and their companies develop and implement succession plans for two decades. We understand that succession planning is more than a business transaction; it also may affect family expectations and relationships. Therefore, understanding, flexibility and trust among all participants are imperative to reaching a mutually beneficial solution.

Andersen professionals excel in bringing all the pieces together. We work closely with clients to facilitate communication and identify the most appropriate candidates for leadership positions. We conduct regular meetings to keep participants informed about business operations and assets and the scope of the plan. We also bring in experts from other Andersen practice areas to assist with document preparation, projections, financial statements and business valuation.

Succession Planning Support Capabilities

  • Estate planning
  • Business valuation
  • Buy/Sell agreements
  • Estate / Gift planning and consulting
  • Tax planning
  • Management skills assessment

Related Information

Practice Group Leaders

Jim Andersen
(707) 524-6530 - Phone
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Tom Benton
(707) 524-6513 - Phone
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Practice Group Professionals

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