Succession Planning in Westchester, IL

Secure your business legacy with expert guidance.

Succession planning is about more than just transitioning ownership—it’s about protecting what you’ve built and ensuring long-term stability. At our Westchester, IL firm, we help small business owners prepare for what’s next, whether that means passing your company to the next generation, selling to a key employee, or positioning your business for a successful acquisition.

With over 40 years of experience, Jim Upshaw provides a personal, strategic approach to succession planning. As a Westchester small business tax advisor and NATP member accountant, Jim works directly with business owners to create customized exit strategies aligned with tax, legal, and operational priorities. We take time to understand your business structure, goals, and long-term vision—then develop a clear plan to get there.

Our succession services often work hand-in-hand with Westchester IL business valuation, Westchester business consulting, and tax planning services to help you make informed decisions and minimize tax exposure. Whether you're thinking about retirement or preparing for an unexpected event, we help you plan proactively—so you can move forward with confidence.

If you’re starting to think about your exit, don’t wait. The earlier you begin, the more options you’ll have. We also support family-owned businesses, nonprofits, and startups looking to put succession plans in place from the beginning.

Let’s talk about what comes next.
Schedule a consultation to start building a smart, secure succession plan tailored to your unique business. We’re here to help you protect your hard work and ensure a seamless future for your team and your legacy.