Search

Why Trusted Advisors Are Key to Succession Planning

Dan Collins

  585.231.1322

  dcollins@hselaw.com

In a recent article from the Rochester Business Journal, Harter Secrest & Emery partner Dan Collins joins other local professionals to highlight the importance of assembling a team of trusted advisors for effective business succession planning. In the interview, Collins explains the critical role CPAs play in navigating complex tax considerations that can significantly impact the outcome of a succession strategy. He also emphasizes the value of involving key internal stakeholders early in the process, noting their unique insight into company operations and internal dynamics. These perspectives, Collins notes, are essential to crafting a plan that is both practical and aligned with the long-term vision of the business.

To read the full article on Rochester Business Journal‘s website, click here.

Attorney Advertising. Prior results do not guarantee a similar outcome. This publication is provided as a service to clients and friends of Harter Secrest & Emery LLP. It is intended for general information purposes only and should not be considered as legal advice. The contents are neither an exhaustive discussion nor do they purport to cover all developments in the area. The reader should consult with legal counsel to determine how applicable laws relate to specific situations. ©2025 Harter Secrest & Emery LLP