Succession Planning

Secure your legacy

Succession Planning

Effective succession planning is essential for ensuring the seamless transition of ownership and management. We offer tailored solutions that address the unique challenges of both individual and organizational transitions.

Whether you're wondering what succession planning is or looking to craft a robust succession plan, our experts guide you every step of the way.

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Have a question or need assistance with succession planning? We can help. Schedule a consultation to discuss your needs.

MBK Insights

Understanding the need for business succession planning is crucial for sustained growth and stability. We delve into the nuances of both corporate and family business succession planning, providing insights that preserve and enhance your wealth legacy across generations.

2025 Federal Information Return Reporting Considerations

By Meyers Brothers Kalicka • January 5, 2026

Navigate the upcoming tax filing season as an employer by making sure you comply with the federal information reporting requirements. Most forms are required to be electronically filed.

MBK's Year-end Tax Update Hybrid Roundtable

By Meyers Brothers Kalicka • December 23, 2025

On December 12th MBK Senior Manager Mary Walsh and Tax Supervisors Olivia Calcasola and Elise Puza presented a special hybrid roundtable discussion with individuals and business leaders.

Succession Planning

By Meyers Brothers Kalicka • December 17, 2025

This article discusses the importance of succession planning for every employee who’s considered indispensable and difficult to replace. It advises nonprofits to consider various departure scenarios and to groom potential successors using job shadowing and mentoring.

Succession Planning Experts

Our team comprises seasoned professionals who specialize in developing strategic succession plans. With a focus on personalized service, we navigate the intricacies of financial, legal, and familial dynamics to ensure a smooth handover of responsibilities. Trust us to align your ambitions with concrete succession strategies.