Company lists · Data refreshed September 2026

Top 25 Business succession planning services based in the United States

Name: Business succession planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,924 companies tracked

RevenueBase identified 1,924 business succession planning services headquartered in the United States as of September 2026 and tracks 6,549 professional contacts across them, including 2,104 with verified work emails. Atlanta is the largest hub.

This list covers business succession planning services headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

1,924Companies

6,549Contacts tracked

2,104Verified emails

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The 25 largest business succession planning services based in the United States

Ranked by team size

Top 25 of 1,924 business succession planning services based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to business succession planning services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Prairie Capital Advisors, INC	Indirect evidence	Oakbrook Terrace, IL, United StatesHQ checked Sep 19, 2026	51-200	364 contacts →
	Indirect evidence “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Source: RevenueBase Database · checked Sep 19, 2026
2	Marshberry	Indirect evidence	Woodmere, OH, United StatesHQ checked Sep 19, 2026	201-500	213 contacts →
	Indirect evidence “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Source: RevenueBase Database · checked Sep 19, 2026
3	Elite Consulting Partners	Indirect evidence	Moorestown, NJ, United StatesHQ checked Sep 19, 2026	51-200	80 contacts →
	Indirect evidence “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Source: RevenueBase Database · checked Sep 19, 2026
4	FP Transitions	Indirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 19, 2026	51-200	76 contacts →
	Indirect evidence “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
5	Willpower Consultation	Indirect evidence	Washington, DC, United StatesHQ checked Sep 19, 2026	11-50	75 contacts →
	Indirect evidence “Willpower Consultation offers direct solutions for your corporate strategy.” Source: RevenueBase Database · checked Sep 19, 2026
6	RVR Consulting Group	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 19, 2026	11-50	59 contacts →
	Indirect evidence “RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Source: RevenueBase Database · checked Sep 19, 2026
7	Partners International	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Hand & Associates, INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	201-500	43 contacts →
	Indirect evidence “Hand & Associates is a premier management consulting firm specializing in comprehensive organizational solutions.” Source: RevenueBase Database · checked Sep 19, 2026
9	Oneaccord	Indirect evidence	Kirkland, WA, United StatesHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “OneAccord leads organizations through transition and growth to maximize value.” Source: RevenueBase Database · checked Sep 19, 2026
10	Burke Cpas & Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
11	Quantum Strategies	Indirect evidence	Glen Mills, PA, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Source: RevenueBase Database · checked Sep 19, 2026
12	Exit Factor	Indirect evidence	West Palm Beach, FL, United StatesHQ checked Sep 19, 2026	11-50	35 contacts →
	Indirect evidence “At Exit Factor, we believe entrepreneurs deserve wealth, freedom, and options, and we build transferable businesses that make it possible.” Source: RevenueBase Database · checked Sep 19, 2026
13	Chamberlain Group Financial Services	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Indirect evidence “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Source: RevenueBase Database · checked Sep 19, 2026
14	Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 19, 2026	n/a	31 contacts →
	Indirect evidence “ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Source: RevenueBase Database · checked Sep 19, 2026
15	Business Owner Succession Strategies Boss Group	Strong evidence	Minnetonka, MN, United StatesHQ checked Sep 19, 2026	11-50	31 contacts →
	Strong evidence “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Source: RevenueBase Database · checked Sep 19, 2026
16	Navix Consultants	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “NAVIX helps business owners navigate and achieve happy exits.” Source: RevenueBase Database · checked Sep 19, 2026
17	Whitcomb & Hess Cpas & Financial Advisors	Partial evidence	Ashland, OH, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Expertise in wealth management, business planning, accounting, taxes, and investment services.” Source: RevenueBase Database · checked Sep 19, 2026
18	Leadership Resources	Indirect evidence	Lincoln, NE, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Source: RevenueBase Database · checked Sep 19, 2026
19	The Hebets Company	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Source: RevenueBase Database · checked Sep 19, 2026
20	GFG Solutions	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “At GFG Solutions, we offer an unbiased, strategic ecosystem of solutions that focus entirely on your business's success.” Source: RevenueBase Database · checked Sep 19, 2026
21	BPG Wealth Management	Partial evidence	Clackamas, OR, United StatesHQ checked Sep 19, 2026	1-10	26 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
22	North Group Consultants	Indirect evidence	Lititz, PA, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “North Group is a leadership consulting firm that values sustained relationships.” Source: RevenueBase Database · checked Sep 19, 2026
23	Spillane Consulting Associates	Indirect evidence	Braintree, MA, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Spillane Consulting Associates provides professional consulting services to the financial industry and beyond, providing scalable client-centered solutions that bring your…” Source: RevenueBase Database · checked Sep 19, 2026
24	Succession Resource Group	Strong evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
25	Butcherjoseph & CO	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: business succession planning services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names business succession planning services.
Partial evidence: Its own public description names part of business succession planning services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name business succession planning services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,924 business succession planning services based in the United States

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Business succession planning services based in the United States at a glance

As of Sep 19, 2026

32.1%Verified-email coverage

3.4Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · Atlanta

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

1,694

11-50

200

51-200

201-500

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business succession planning services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “business succession planning services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names business succession planning services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among business succession planning services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 2,104 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Business succession planning services by metro

Business succession planning services in Atlanta43
Business succession planning services in New York39
Business succession planning services in Houston37
Business succession planning services in Chicago35
Business succession planning services in Denver31
Business succession planning services in Los Angeles27
Business succession planning services in Dallas26

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names business succession planning services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many business succession planning services are there based in the United States?

RevenueBase identified 1,924 business succession planning services headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Prairie Capital Advisors, INC, headquartered in Oakbrook Terrace, tops this list with the largest team on record.

Which city has the most business succession planning services?

Atlanta leads with 43 headquartered companies, followed by New York (39) and Houston (37).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,104 verified decision-maker contacts tracked across these 1,924 companies.

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.

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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 Smart Search, 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.