Succession Planning Services

Creating a strategic roadmap for the future of your business

The Value We Offer


Succession planning is not just making a contingency plan: it is an essential for businesses of all sizes, from small family-owned enterprises to large corporations. This process involves identifying high-potential employees, developing their skills through targeted training programs, and preparing them for leadership roles. By doing so, you ensure that your business continues to thrive, even in times of transition or unexpected departures. 

When it comes to business succession planning, Wouch Maloney offers unparalleled expertise from our offices in Philadelphia, Pennsylvania and Horsham, Pennsylvania. Our team of business succession planning consultants provides insights tailored to your business landscape. We go beyond the basics, offering comprehensive business succession strategies that align with both your personal and organizational priorities. Our hands-on approach ensures that you are not just planning for the future — you’re building it. We also offer Estate Planning Services to satisfy all of your future transition planning needs.

Get In Touch

We’re Here To Help

Our succession planning services are just one click or call away. Contact us today to take the first step towards securing the long-term success of your business.

Why Wouch Maloney

A holistic succession plan helps pave the way for business continuity and growth. Our team can guide you through the complexities of succession planning, helping you develop a plan that integrates your personal goals and your company’s strategic vision.

  • Safeguard your company’s legacy and reputation
  • Maintain business continuity & stakeholder confidence during times of transition
  • Minimize operational disruptions
  • Provide a clear path for future growth

Why is business succession planning important? Because the time and energy you have poured into your company deserves to be protected.

Our Services

Wouch Maloney offers a comprehensive suite of consulting services from our team of business succession planning advisors near you. From initial assessments to the implementation of your succession plan, our experts are with you every step of the way. We also provide additional services, including M&A advisory, business valuation, and estate planning, to meet all of the succession planning needs for your financial portfolio. Our multidisciplinary approach helps to ensure all aspects of your business are considered.

  • Business Succession Planning
  • Business Asset Protection
  • Business Insurance & Tax Planning
  • Business Philanthropic Planning
  • Business Valuation
  • Buy-Sell Strategy
  • Cash Flow Analysis
  • Disability Planning
  • Employee Stock Ownership Plans
  • Executive Compensation & Incentives
  • Mergers & Acquisitions (M&A)
  • Retirement Planning
  • Shareholder Consolidation & Mediation
  • Stock Transfer Techniques

Certifications & Affiliations

  • Accredited in Business Appraisal Review (ABAR)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analysts (CVA)
  • Certified Public Accountant (Pennsylvania, New Jersey, Florida)

Industries We Serve

We Know Your Business

Our experience allows us to provide specialized services suited to your industry.

Connect With Us

Before you trust us with your regulatory compliance and risk management, learn why companies like yours already do.