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Business Ownership and Succession

 More Than a Job—A Legacy: The Business Owner's Journey

Waldron Partners began as a dream in 1975, when Bob Waldron took the leap to build something of his own. Today, that dream has grown into a family-owned firm supporting business owners across the country—people just like you, who know what it feels like to carry the weight of a company on their shoulders.

We understand the long nights, the tough calls, and the personal sacrifices that come with building something meaningful. That’s why our mission is simple: to stand beside you as a trusted partner, helping you protect what you’ve built and unlock even greater value for your business, your family, and your future.

Our customized financial plans are built with your unique journey in mind. We look at the full picture—your taxes, legal structure, and asset distribution—to craft a strategy that reflects your goals and supports your vision.

At Waldron Partners, we’re here to help turn your hard work into a lasting legacy.

Let our team help you navigate the challenges of business ownership, including:

Business succession planning

Business succession planning

  • Business Succession Planning
  • Executive Compensation Planning
  • Entity Planning
  • Employee Benefits Planning
  • Executive Financial Planning
  • Nonqualified Deferred Compensation Financial Planning
Evaluation and Maintenance Of employee benefit programs

Evaluation and Maintenance Of employee benefit programs

  • Medical Benefits
  • Life Insurance
  • Long-term Disability Insurance
  • Dental Care
  • Long-term Care Insurance
  • Qualified Retirement Plans
Financial recommendations to increase your value

Financial recommendations to increase your value

  • Family Transfers
  • 3rd Party Transfers
  • Management Buyout
Curious about your business's value?

Curious about your business's value?

 BizEquity’s business valuation software provides an accurate, real-time assessment of business value in seven streamlined steps. 

Are You Ready to Exit Your Business?

Are You Ready to Exit Your Business?

We encourage you to take the Business Exit Readiness Index™ (BERI™) Assessment below. It is a 10-minute survey designed to gauge your readiness to succeed your business. The answers to your twenty (20) short questions will only be shared with us if you select the box on the initial page. All of your information will be kept confidential and will not be shared with anyone outside of our business. 

Start Today

Request a meeting with Waldron Partners today to discuss how your business could improve with our assistance and join our exclusive community of visionary people doing meaningful work. 

Request a Meeting