About Us

Succession Dynamics is a mid-market business advisory firm with a single mission: to help privately-held businesses plan for, execute and enjoy the benefits of a successful mergers and acquisition transaction.

While our mission may seem simple, its execution involves complex coordination of many moving parts. If you are a business owner and are looking for a trusted advisor to help you navigate the complex area of M&A, you have found the right team.

The principals of Succession Dynamics bring countless hours of transactional experience for the benefit of our clients. Each senior member of the Succession Dynamics' team has either founded a business or has C-suite management experience. Each senior member of our team also brings cross border transactional expertise and countless hours of negotiating experience.

As a business owner, M&A should be a critical part of your strategic plan. Regarding the sale of your business, planning for your succession years away from the desired date of exit offers even more opportunity to implement strategies that will unlock additional value.

We invite you to review our website for an introduction to the services that we offer. Please contact any member of our executive team to schedule a no-obligation meeting to discuss your particular situation.

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