Succession Planning


Industry experts agree that a succession plan for your organization not only makes financial sense, but is an extension of your overall duty to your clients. The loss of a key person without a plan will impact service to your clients and shareholder returns. You have spent a lot of time building a business that has value. Why not have a plan that preserves that value? During Succession Planning, Oyster will:

  • Provide an analysis of the current state
  • Outline options and roadmap based on multiple scenarios
  • Build the required tactical plans and
  • Implement a plan that allows for a smooth client experience and shareholder value

The Oyster Difference

Oyster has the expertise and industry contacts to assist you in transitioning your practice through all the necessary evolutionary stages, including when the time is appropriate, downsizing your involvement, or the sale of your practice. Our experts have years of industry experience and can quickly assess the appropriate next steps and timing most appropriate for you and your clients. Oyster will not only provide your firm with recommendations, but will help you execute your plan.