About Succession Security
- What is Succession Security? The easiest explanation is that Succession Security is a protective membership service that enables us to step in as proxy for our subscribing members to serve their clients during qualifying medical situations. Terms and conditions apply - subject to our limited scope representation agreement*
- What competitive advantage does Succession Security provide? Membership provides Succession Security’s “seal of approval” to subscribers as a way to demonstrate and market your commitment to protecting your business. In fact, your clients can also utilize Succession Security’s seal of approval in their own marketing efforts to assure clients that they have a safety net in place.
Experienced professionals
Our team consists of accountant and bookkeeper professionals with over 30 collective years of experience. Our experts are equipped with the latest knowledge and tools to provide accurate, trusted and reliable protective services to our clients.
Why Succession Security?
- When you bring us on board, we are prepared to provide the continuation of services to your clients for a limited time while you recover.*
- What if you can’t return to the business? In the worst-case scenario, we also can quickly and professionally seek a buyer for your company to ensure your estate benefits from your years of hard work.