Goals

Transition your business

Transitioning a business isn’t just a financial decision—it’s a personal milestone. Whether you’re planning years ahead or preparing for an exit now, we help you navigate the process with confidence, clarity, and a long-term plan that honors the value you’ve built.

At Hershey Financial Advisers, we guide business owners through transitions that are as strategic as they are personal—whether it’s a sale, succession, or stepping away on your terms. Your exit should reflect your goals, your legacy, and the future you want to create.

We often meet business owners who have poured everything into growing their companies—but haven’t had the space to plan what comes next. That’s where we come in.

We help you shift from day-to-day operations to long-term outcomes—protecting what you’ve built while opening the door to what’s next.

What does successful transition look like for you?

Freedom

Step away from the business when you're ready—with clarity about what’s next.

Security

Exit knowing you’ve implemented a plan designed to protect your finances, employees, and family.

Impact

Reward those who helped you build and reinvest in what matters to you.

Legacy

Pass on more than ownership—pass on a well-planned future.

A transition plan that reflects your vision

Every business is different. Every transition should be too. That’s why we work alongside owners, partners, and families to tailor each phase of the transition—from valuation strategy to post-exit wealth planning.

Owner-Operator

You’ve led the business from day one—and now you’re considering what’s next. We help you move from owner to advisor, steward, or retiree—on your terms.

Multi-Owner Partnership

Transitions can get complex when partners are involved. We help align priorities and design fair, structured outcomes for everyone involved.

Selling to a Third Party

Whether you're exploring private equity, an industry buyer, or an open market sale, we help you prepare for what’s ahead—and what comes after.

Next-Gen Leadership

If you're planning to pass the business to a child or internal leader, we help ensure the handoff is smooth, supported, and financially secure.

Let’s talk about your transition

You've built something valuable—now let's protect it thoughtfully.