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Succession & Strategic
Advisory Services

Guiding owners through clarity, readiness, and transition
We lead with insight, helping business owners understand where they stand today, where they want to be, and how to bridge that gap. Our approach integrates value estimation, succession planning, and strategic advisory to align business, personal, and financial goals.

Planning Your Exit?

Take our 5-minute assessment to evaluate your exit readiness and get a personalized roadmap.

Exit Readiness Assessment
Exit Readiness Assessment

Strategic Guidance for Business Transitions

The decisions you make about your business exit or transition will define your legacy. We bring decades of experience helping owners maximize value and minimize regrets.

Business Transition & Exit Strategy

Comprehensive planning for every type of business exit

What We Deliver

  • Estimate of value for planning purposes
  • Strategic readiness assessment
  • Exit strategy roadmap development
  • Business model and performance advisory
  • Buy-sell agreement review & funding strategy
  • Management or family buyout planning
  • ESOP feasibility analysis
  • Due diligence & pre-sale value enhancement

Ideal For

  • Owners considering sale within 1-5 years
  • Businesses with unsolicited purchase offers
  • Partners negotiating buyouts

Family Business Advisory

Navigating the unique challenges of family enterprise transitions

What We Deliver

  • Generational transfer planning
  • Family council and governance development
  • Emergency and contingency succession planning
  • Practice continuation agreements

Ideal For

  • Multi-generational family businesses
  • Next-gen family members joining the business
  • Families navigating sibling partnerships

Strategic Value Optimization

Maximize what your business is worth before you exit

What We Deliver

  • Value gap analysis
  • Pre-transition optimization
  • Deal readiness & structure planning
  • Post-transition advisory

Ideal For

  • Owners 3-5 years from exit
  • Businesses with gap between value and retirement needs
  • Those seeking premium valuations

Transaction Support Services

Due Diligence & Deal Support

Financial analysis for buyers, sellers, and investors

Whether you’re buying, selling, or raising capital, we provide the financial analysis that protects your interests and validates (or challenges) the deal thesis.

  • Due diligence
  • Quality of earnings analysis
  • Working capital assessments
  • Purchase price allocation
  • Post-acquisition integration support
  • Earnout calculations and disputes

Why Linkenheimer for Succession Planning

The best exits are planned years in advance. We’ve guided hundreds of owners through life’s biggest transitions.

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Advisory-First Approach

We lead with strategy, not just compliance
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Advisory-First Approach

We lead with strategy, not just compliance
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Long-Term Partner Tenure

Deep expertise from advisors who've seen it all
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Long-Term Partner Tenure

Deep expertise from advisors who've seen it all
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Alliott Global Alliance Member

Local roots with global perspective
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Alliott Global Alliance Member

Local roots with global perspective
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13-Time Best Places to Work

Low turnover means you keep your trusted advisors
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13-Time Best Places to Work

Low turnover means you keep your trusted advisors

Ready to Start the Conversation?

The best time to plan your exit was 5 years ago. The second best time is now.

Exit Readiness Assessment (5min)
Exit Readiness Assessment (5min)
Schedule Strategy Conversation
Schedule Strategy Conversation

Related Outcomes We Help You Achieve

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Exit Successfully

Maximize value, minimize taxes, and leave on your terms
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Exit Successfully

Maximize value, minimize taxes, and leave on your terms
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Grow My Business

Break through plateaus with growth advisory and expansion planning
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Grow My Business

Break through plateaus with growth advisory and expansion planning
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Protect My Wealth

Preserve assets across generations with estate planning
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Protect My Wealth

Preserve assets across generations with estate planning