Frequently Asked Questions

Websites displaying the Succession Security Seal are members of a protective service designed to safeguard their business’s future. This seal signifies that the business owner has taken proactive steps to ensure continuity in the event of unexpected circumstances. You can do business with them with confidence, knowing they have a secure plan in place with Succession Security. 

Our accountants have over 30+ collective years of experience in the accounting industry. They are highly qualified and knowledgeable about the latest accounting practices and regulations.

While you may be able to find another accountant to manage your books, there's a risk that they could attract your clients or be too overwhelmed with their own workload to support you when you need it most. Succession Security is specifically designed to meet your needs on short notice, with the capacity to be available and responsive whenever you require assistance.

In the unfortunate event of your passing, Succession Security will facilitate the sale of your business, ensuring it becomes a valuable asset within your estate. Our process is designed to protect your legacy and provide financial security for your beneficiaries, handling all necessary steps to ensure a smooth transition.

Become a member! Succession Security members get exclusive first access to businesses listed for sale, giving you the advantage of securing opportunities before they hit the open market. 

Schedule a complimentary consultation by adding yourself to our calendar. During this session, we’ll review strategies to safeguard your business against unforeseen circumstances. We’ll assess your objectives, requirements, and business size to determine the right level of protection. Together, we’ll explore the most effective solutions to ensure your business’s long-term security. 

Creating an account and becoming a member grants you access to your official Succession Security Seal. Your account also securely stores financial records, receipts, and payment history while tracking your membership duration. This ensures easy access to important documents and a seamless experience with our services.