Seamless Succession Planning For Driving Growth
YEARS EXPERIENCE
CLIENTS
Business Succession Planning Services
At Virtue CPAs, we provide the best succession planning service to help organizations identify and develop potential leaders, ensure a smooth transition of roles, and realize the full value of business.
Our team of certified advisors and professionals work closely with organizations to build, strategize, and create a succession plan that meets the organization's goals and objectives while ensuring continuous success with succession planning.
Through our well-documented succession planning, we provide organizations with numerous benefits such as business continuity, risk mitigation, mitigates conflict and assumptions, leadership development, improved overall performance, preserving your family's wealth and relationships, and avoiding forced sales or liquidation.
How We Can Support You with Our Succession Planning Services
Identifying
Successors
Strategizing
Succession
Building Succession
Plans
Individual Development Plans
Our Professionals at Virtue CPAs
Kevin Patel, CPA
CEO & Founder
I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!
Rick Patel,
President
Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization
Derek Grills, CPA
Tax Principal
Derek K. Grills, PhD, CPA, CGFM, has 30+ years of expertise in government and non-profit financial management, with leadership experience at the US Army and CDC.
Jeet Chaudhary,
COO
Jeet leads accounting operations with a focus on efficiency, accuracy, and team performance, ensuring high-quality financial outcomes for clients.
Let us be your companion
in Succession Planning
Fill in the details, and we will get back to you with the best solutions!
