Company lists · Data refreshed September 2026
Top 25 Business succession planning services based in the United States
RevenueBase identified 1,924 company matches for business succession planning services associated with the United States as of September 2026 and tracks 6,549 professional contacts across them, including 2,104 with verified work emails. New York is the largest hub.
This list covers company matches for business succession planning services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest business succession planning services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 364 contacts → | ||||
Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 213 contacts → | ||||
Exact match “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 80 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 76 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 75 contacts → | ||||
Exact match “Willpower Consultation offers direct solutions for your corporate strategy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 59 contacts → | ||||
Exact match “RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 44 contacts → | ||||
Exact match “Partners International is a woman-founded and woman-owned talent consulting firm that helps organizations lead effectively through the moments that matter most in the leadership…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “Hand & Associates is a premier management consulting firm specializing in comprehensive organizational solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 41 contacts → | ||||
Exact match “OneAccord leads organizations through transition and growth to maximize value.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 37 contacts → | ||||
Exact match “Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 37 contacts → | ||||
Exact match “Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 35 contacts → | ||||
Exact match “At Exit Factor, we believe entrepreneurs deserve wealth, freedom, and options, and we build transferable businesses that make it possible.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 31 contacts → | ||||
Exact match “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “NAVIX helps business owners navigate and achieve happy exits.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “Expertise in wealth management, business planning, accounting, taxes, and investment services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 26 contacts → | ||||
Exact match “At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 26 contacts → | ||||
Exact match “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 26 contacts → | ||||
Exact match “At GFG Solutions, we offer an unbiased, strategic ecosystem of solutions that focus entirely on your business's success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 26 contacts → | ||||
Exact match “BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 25 contacts → | ||||
Exact match “North Group is a leadership consulting firm that values sustained relationships.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “Spillane Consulting Associates provides professional consulting services to the financial industry and beyond, providing scalable client-centered solutions that bring your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 24 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “business succession planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,924 business succession planning services based in the United States
See the full list, filter by size, metro and specialty, and access 2,104 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Business succession planning services based in the United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,924 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “business succession planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,104 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Business succession planning services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “business succession planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many business succession planning services are there based in the United States?
RevenueBase identified 1,924 company matches for business succession planning services associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Prairie Capital Advisors, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most business succession planning services?
New York leads with 44 company records, followed by Atlanta (43) and Houston (37).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,104 professional contacts with verified work emails tracked across these 1,924 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,924 business succession planning services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Business succession planning services by geography
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia
- Business succession planning services based in Austria
- Business succession planning services based in Belgium
- Business succession planning services based in Brazil
- Business succession planning services based in Canada
- Business succession planning services based in Denmark
- Business succession planning services based in France
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia
Company intelligence · public preview
Top 25 business succession planning services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,924 matching company records for business succession planning services based in the United States, with 6,549 tracked contacts and 2,104 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 business succession planning services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 51-200 | Oakbrook Terrace, IL, United States | 51-200 | Exact match | 364 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Marshberrymarshberry.comHQ: Woodmere, OH, United StatesReported employees: 201-500 | Woodmere, OH, United States | 201-500 | Exact match | 213 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 80 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Willpower Consultationwillpowerharris.comHQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 75 contacts → |
“Willpower Consultation offers direct solutions for your corporate strategy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  RVR Consulting Grouprvrteam.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 59 contacts → |
“RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Partners Internationalpartners-international.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Partners International is a woman-founded and woman-owned talent consulting firm that helps organizations lead effectively through the moments that matter most in the leadership…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hand & Associates, INChandandassociates.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 43 contacts → |
“Hand & Associates is a premier management consulting firm specializing in comprehensive organizational solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Oneaccordoneaccord.coHQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 41 contacts → |
“OneAccord leads organizations through transition and growth to maximize value.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Burke Cpas & Advisorsburkecpa.comHQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 37 contacts → |
“Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Quantum Strategiesqs2500.comHQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 37 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Exit Factorexitfactor.comHQ: West Palm Beach, FL, United StatesReported employees: 11-50 | West Palm Beach, FL, United States | 11-50 | Exact match | 35 contacts → |
“At Exit Factor, we believe entrepreneurs deserve wealth, freedom, and options, and we build transferable businesses that make it possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Chamberlain Group Financial Servicescgwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624americas.rocg.comHQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 31 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Navix Consultantsnavixconsultants.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 30 contacts → |
“NAVIX helps business owners navigate and achieve happy exits.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Whitcomb & Hess Cpas & Financial Advisorswhitcomb.com HQ: Ashland, OH, United StatesReported employees: 11-50 | Ashland, OH, United States | 11-50 | Exact match | 28 contacts → |
“Expertise in wealth management, business planning, accounting, taxes, and investment services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Leadership Resourceslrsuccess.comHQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 26 contacts → |
“At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Hebets Companyhebetsco.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 26 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  GFG Solutionsgfgsolutions.comHQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 26 contacts → |
“At GFG Solutions, we offer an unbiased, strategic ecosystem of solutions that focus entirely on your business's success.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BPG Wealth Managementbpgnetwork.com HQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 26 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | North Group Consultantsnorthgroupconsultants.com HQ: Lititz, PA, United StatesReported employees: 11-50 | Lititz, PA, United States | 11-50 | Exact match | 25 contacts → |
“North Group is a leadership consulting firm that values sustained relationships.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Spillane Consulting Associatesscapartnering.com HQ: Braintree, MA, United StatesReported employees: 11-50 | Braintree, MA, United States | 11-50 | Exact match | 25 contacts → |
“Spillane Consulting Associates provides professional consulting services to the financial industry and beyond, providing scalable client-centered solutions that bring your…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Succession Resource Groupsuccessionresource.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 1,924 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Business succession planning services: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,921 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,924 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Business succession planning services by metro
Questions about this company list
What does Exact match mean for business succession planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many business succession planning services did RevenueBase find based in the United States?
The saved snapshot records 1,924 matching company records, 6,549 tracked contacts and 2,104 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Business succession planning services by geography
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia
- Business succession planning services based in Austria
- Business succession planning services based in Belgium
- Business succession planning services based in Brazil
- Business succession planning services based in Canada
- Business succession planning services based in Denmark
- Business succession planning services based in France
Cite this list
RevenueBase Data Team. Top 25 business succession planning services based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/business-succession-planning-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia
Company intelligence · public preview
Top 25 business succession planning services based in the United States
RevenueBase records 1,924 matching company records for business succession planning services based in the United States, with 6,549 tracked contacts and 2,104 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 business succession planning services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 51-200 | Oakbrook Terrace, IL, United States | 51-200 | Exact match | 364 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Marshberrymarshberry.com HQ: Woodmere, OH, United StatesReported employees: 201-500 | Woodmere, OH, United States | 201-500 | Exact match | 213 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 80 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Willpower Consultationwillpowerharris.com HQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 75 contacts → |
“Willpower Consultation offers direct solutions for your corporate strategy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | RVR Consulting Grouprvrteam.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 59 contacts → |
“RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Partners Internationalpartners-international.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Partners International is a woman-founded and woman-owned talent consulting firm that helps organizations lead effectively through the moments that matter most in the leadership…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hand & Associates, INChandandassociates.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 43 contacts → |
“Hand & Associates is a premier management consulting firm specializing in comprehensive organizational solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Oneaccordoneaccord.co HQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 41 contacts → |
“OneAccord leads organizations through transition and growth to maximize value.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Burke Cpas & Advisorsburkecpa.com HQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 37 contacts → |
“Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Quantum Strategiesqs2500.com HQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 37 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Exit Factorexitfactor.com HQ: West Palm Beach, FL, United StatesReported employees: 11-50 | West Palm Beach, FL, United States | 11-50 | Exact match | 35 contacts → |
“At Exit Factor, we believe entrepreneurs deserve wealth, freedom, and options, and we build transferable businesses that make it possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Chamberlain Group Financial Servicescgwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 34 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624americas.rocg.com HQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 31 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Navix Consultantsnavixconsultants.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 30 contacts → |
“NAVIX helps business owners navigate and achieve happy exits.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Whitcomb & Hess Cpas & Financial Advisorswhitcomb.com HQ: Ashland, OH, United StatesReported employees: 11-50 | Ashland, OH, United States | 11-50 | Exact match | 28 contacts → |
“Expertise in wealth management, business planning, accounting, taxes, and investment services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Leadership Resourceslrsuccess.com HQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 26 contacts → |
“At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Hebets Companyhebetsco.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 26 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | GFG Solutionsgfgsolutions.com HQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 26 contacts → |
“At GFG Solutions, we offer an unbiased, strategic ecosystem of solutions that focus entirely on your business's success.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BPG Wealth Managementbpgnetwork.com HQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 26 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | North Group Consultantsnorthgroupconsultants.com HQ: Lititz, PA, United StatesReported employees: 11-50 | Lititz, PA, United States | 11-50 | Exact match | 25 contacts → |
“North Group is a leadership consulting firm that values sustained relationships.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Spillane Consulting Associatesscapartnering.com HQ: Braintree, MA, United StatesReported employees: 11-50 | Braintree, MA, United States | 11-50 | Exact match | 25 contacts → |
“Spillane Consulting Associates provides professional consulting services to the financial industry and beyond, providing scalable client-centered solutions that bring your…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Succession Resource Groupsuccessionresource.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 1,924 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Business succession planning services: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,921 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,924 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Business succession planning services by metro
Questions about this company list
What does Exact match mean for business succession planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many business succession planning services did RevenueBase find based in the United States?
The saved snapshot records 1,924 matching company records, 6,549 tracked contacts and 2,104 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Business succession planning services by geography
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia
- Business succession planning services based in Austria
- Business succession planning services based in Belgium
- Business succession planning services based in Brazil
- Business succession planning services based in Canada
- Business succession planning services based in Denmark
- Business succession planning services based in France
Cite this list
RevenueBase Data Team. Top 25 business succession planning services based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/business-succession-planning-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Business succession planning services based in Atlanta, United States
- Business succession planning services based in Chicago, United States
- Business succession planning services based in Denver, United States
- Business succession planning services based in Houston, United States
- Business succession planning services based in New York, United States
- Business succession planning services based in Australia