Transition Advisory
Tampa

At The William Stanley Group, we help CEOs, founders, and boards navigate leadership transitions with clarity and confidence. Whether you're preparing for an exit, planning a generational handoff, or managing internal succession, we bring structure to what's often emotional and uncertain. We provide executive-level strategy to align leadership, ownership, and operational continuity so your business remains strong when you step back.

Leadership transitions determine what lasts. Without the right structure, even strong businesses can face misaligned successors, tax inefficiency, or operational instability during handoffs. Our advisory brings order and strategy to help you build a transition framework before pressure forces rushed decisions, ensuring you're prepared and your business stays strong through the change.

We apply executive-level rigor to every transition:

• Exit and ownership strategies that align outcomes with long-term vision.
• Build succession plans that ensure capability, confidence, and control.
• Tax-efficient structuring that preserves enterprise value.
• Continuity planning that safeguards performance through change.
• Family business strategy that balances legacy with governance.
• Coordination across legal, tax, and wealth partners for seamless execution.

Transition Advisory Services are one component of our broader advisory framework designed to support both individuals and enterprises as their needs grow in complexity.

• Business Tax Services with Integrated Advisory for growth and compliance.
• Private Client Services for wealth preservation and complex profiles.
• International Tax Advisory Services to simplify cross‑border compliance.
• Federal Credits & Incentives to maximize available savings.
• Specialized Tax Advisory Services for complex needs and enterprise value.
• IRS Representation & Resolution, from audits to payment plans.

Learn more about our Tax Services that support Tampa businesses and high-net-worth individuals.

Capital decisions shape the future of the enterprise. Our distinction comes from executive perspective combined with CPA precision—real execution, real negotiation, real results.

• Proven partner to high-performing businesses achieving measurable financial results.
• Led by executives who’ve directed real transitions, not just advised from the sidelines.
• Deep experience in founder exits, family transfers, and leadership succession.
• Integration of valuation, tax, and governance strategy into every plan.
• Trusted by leadership teams from $10M to $400M+ in revenue.

We focus on outcomes that hold up long after the deal closes.

Saved $1.2M in tax liability through efficient business reorganization.

Preserved 100% operational continuity during multi-generational ownership transfer.

Secured $20M founder exit while retaining key leadership and protecting brand equity.

Every financial journey deserves a clear beginning. Our first meeting provides immediate clarity: we’ll review your entity structure, income sources, recent tax filings, and family goals to identify opportunities and craft a strategy that protects assets, minimizes liabilities, and simplifies complexity.

Our strategic planning scales with your goals, with Executive Advisory Packages starting at $10,000 per month.

Our onboarding follows three focused stages:

Discovery
A comprehensive review of your financial profile, goals, and existing structures.

Alignment
Development of a coordinated strategy that integrates tax, estate, and succession planning.

Deployment
Implementation with ongoing oversight, ensuring your strategy evolves alongside your life and business.