Company lists · Data refreshed September 2026

Top 16 Business succession planning services based in New York, United States

RevenueBase identified 39 company matches for business succession planning services associated with New York, United States as of September 2026 and tracks 124 professional contacts across them, including 50 with verified work emails. Across the United States, Atlanta is the largest hub for this category (43 companies); New York follows with 39.

This list covers company matches for business succession planning services associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
39Companies
124Contacts tracked
50Verified emails
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The 16 largest business succession planning services based in New York, United States

Ranked by team size
Top 16 of 39 company matches for business succession planning services based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 19, 202611-5019 contacts →

Exact match

“Vantage was founded on the belief that agency owners deserve more than the typical “full sale” option when planning for perpetuation.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 19, 202611-5017 contacts →

Exact match

“At The Leaders Lab, we help businesses Hire, Scale, and Sell, on their terms.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“WHITMAN TRANSITION ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchNew York, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“We help professional services businesses grow through the right people, structure, and strategy.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“C-Suite IMPACT guides you to success throughout all stages of your business lifecycle.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“We help business owners stabilize underperforming companies, resolve operational and financial issues, and prepare profitable companies for a smooth sale process.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Big solutions for small businesses".”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We are fiercely committed to supporting organizations to grow with purpose in reaching their goals.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Relationship focused consulting approach to local and international real estate investments, sales, leasing, exit planning, business brokerage, and mergers & acquisitions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Pharos Alliance consults in the areas of strategy, business development, and organizational/leadership development, specializing in family-owned businesses.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Practical Approach, Measurable Results Executive consulting is close collaboration to plan and achieve your ongoing success.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Leadership Advisory for Executives Navigating Transition Strategic partnership for senior leaders through career change, organizational transformation, and growth phases.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Grow Stronger.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Committed to Excellence At Mariana Everest Capital Consultants, we understand that business is not always easy.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Abdale Consulting strategically guides organizations in planning for growth and change – easing transitions and positioning organizations and their leaders for success.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 16 of 39 business succession planning services based in New York, United States

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Business succession planning services based in New York, United States at a glance

As of Sep 19, 2026
40.3%Verified-email coverage
3.2Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
6

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 39 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 New York, 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 50 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.

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 New York, United States?

RevenueBase identified 39 company matches for business succession planning services associated with New York, 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?

Vantage Insurance Partners, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most business succession planning services?

Atlanta leads the United States with 43 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 50 professional contacts with verified work emails tracked across these 39 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.

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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 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.