Succession Planning

Don't leave the future to chance

Succession is more than a change in leadership. It’s a pivotal moment that can shape the future trajectory of your business. Whether you’re a family-owned enterprise looking to pass the baton to the next generation, or a CEO preparing for a leadership transition, our team can help you design a comprehensive succession plan. Our goal is to ensure a smooth, tax-efficient transition that supports the long-term success of your business.

Our team of seasoned professionals will work closely with you to understand your goals, values, and vision for the future. We’ll then work with you to identify potential successors, develop a robust transition plan, and manage the tax and financial implications that come with it.

We believe in crafting a succession plan that not only ensures business continuity but also honors the legacy of your leadership. Contact us today to learn how we can help.

A Tonneson employee smiles kindly while sitting at her desk with her elbows on her desk and hands together.
Three tax professionals looking at a laptop with a balance sheet on the wall behind them.

We offer the following services to support your organization through the succession process:

  • Business Financial Planning
  • Personal and Estate Planning
  • Key Employee Compensation
  • Shareholder Buy/Sell agreements
  • Ownership Transition Planning
Let's work together

Talk to an Expert

John Harradon

President
Wakefield, MA

Heidi MacLean

Shareholder
Wakefield, MA

Joseph Lanzi

Shareholder
Wakefield, MA

Thomas Fulchino

Managing Director
Wakefield, MA

Bill Boyer

Managing Director
Wakefield, MA

Len Trudell

Managing Director
Wakefield, MA

Pleasure to work with

We have been doing business with Tonneson for over seven years.  Their team is easy to work with and very punctual at meeting deadlines. They are very knowledgeable and informative. On my behalf, I work closely with Joe Lanzi, Rick Mastrocola, and Marie Doucette. They are a pleasure to work with. Our Controller interacts with several members of the audit and tax teams and is very pleased with the services they provide.
—Charlie Masiello | Director, Crystal Motor Express

Valuable business partner

We’ve been working with the team at Tonneson + Co for over 35 years. Their work is timely and accurate, and they are a pleasure to work with. Their team stays current on tax and estate laws, always putting client concerns first. Tonneson is a valuable business partner, playing a key role in our success.

—Michael Tamasi | President & CEO, Accurounds

Financial experts

We have been a client of Tonneson since 1988. We are a small family Logistics company that requires specific financial needs. We have always relied on Tonneson to provide the financial expertise necessary to secure the financing for working capital and equipment purchases. We have gone through several audits and because of the detailed auditing process that Tonneson provides, our experience has been painless. They have been responsive to all our requests and needs. Our business continues to grow and knowing we have Tonneson as our financial partner makes the journey a little easier.

—Michael O'Brien | CEO, Eagle Air Freight, Inc.

Sound financial advice

We have been a client of Tonneson for four decades. We have always received sound financial advice and excellent accounting services over the years. We consider Tonneson to be one of our highly trusted partners.

—Steven Tamasi | President, Boston Centerless

Valued and strategic partner

I consider Tonneson a valued and strategic partner of Signet.

—Bradford Caron | President, Signet

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