Transition and Succession Planning
Protect What You’ve Built. Plan for What’s Next.
Succession is more than a transaction—it’s a turning point. At Richter, we help you navigate this transition with intention. Whether you plan to pass the business to the next generation, transition to trusted leadership, or pursue a strategic sale, our integrated Business | Family Office model ensures your values, your vision, and your wealth stay aligned.
Here’s how we help business families move forward with clarity, alignment, and purpose:
Succession Planning event
- Sell to an External Buyer
- Transition the Business to the Family
- Transition to Your Leadership Team
TIMELINE
- Short Term Horizon
- Medium Term Horizon
- Long Term Horizon
TYPE OF SALE
- Minority Sale
- Majority Sale
- Maintaining Ownership
BUYER TYPES
- Strategic Buyers
- Financial Buyers
- Family Successors
SUCCESSION PLANNING IN ACTION
Trending topics: Quick Takes on Succession
Browse our short video carousel on key succession issues—ownership, leadership, family governance, and more.
Expert Insights at Your Fingertips
Discover more insights
Planning the Transition of Your Family Business:Four key pillars to preserve your entrepreneurial legacy
Strategic Planning: Charting Your Path to Success
The Richter Family Advisory Series: When a Non-Family CEO is in Charge
The Succession Webinar Series
Upcoming webinars
- From Plan to Legacy: How the Right Structure and People Drive Successful Succession
Watch On-Demand Webinars
- Shaping the Future Without Disrupting the Present
- Keep or Sell the Family Business
Richter blends the opportunity of business with the complexity of family
Our experience has shown us that successful companies break down silos and encourage the efficient flow of information. The best strategies are always integrated and success is based on taking in the big picture. We apply this vision to everything we do. We offer an integrated service that ensures that all energy invested in creating lasting value benefits both business and family.
Want to learn more as to what your roadmap would be with Richter?
