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. We help CEOs, founders, and boards bring structure and foresight to what’s often a deeply personal and high-stakes process. We align leadership, ownership, and strategy to preserve enterprise value, sustain culture, and secure long-term continuity—so your business remains strong through every change in leadership.

Our approach integrates executive perspective with financial and operational precision. We design tax-efficient structures, succession frameworks, and continuity plans that balance legacy with performance. Whether you’re planning a generational handoff or preparing for a strategic exit, we help you move forward with clarity, confidence, and control.

Transition Advisory Services are one component of our broader advisory framework designed to help CEOs, boards, and owners turn complexity into clarity and strategy into action.

• Executive Finance Advisory for data-driven strategy, foresight, and measurable impact
• Capital & Liquidity Advisory to optimize structure, strengthen resilience, and fund growth
• Transaction & M&A Advisory for guidance through acquisitions, divestitures, and integration
• Board & Governance Advisory to reinforce accountability and performance
• Integrated Tax & Executive Diagnostics for a unified view of strategy, structure, and execution

Learn how our Executive Advisory Services help leading Tampa businesses grow stronger, smarter, and more resilient.

Transitions define legacy. We bring disciplined planning, financial foresight, and trusted partnership to ensure every handoff is seamless and strategic.

• Proven advisor through generational ownership changes and strategic exits.
• Trusted partner to leadership teams planning succession from $10M to $400M+ in revenue.
• Decades of CFO, CPA, and board-level experience driving measurable outcomes.
• Deep expertise in liquidity events, recapitalizations, and leadership succession.
• Objective counsel grounded in strategy, governance, and long-term enterprise value.
• Tailored engagement models designed for founders, family offices, and institutional ownership groups.

We focus on transitions that preserve legacy, protect value, and position your enterprise for what’s next.

Facilitated seamless ownership transition between generations with no disruption to business operations or client relationships.

Guided restructuring of leadership and governance to align ownership intent with long-term enterprise strategy.

Developed comprehensive succession and liquidity plan preserving organizational stability and employee confidence throughout transition.

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 $12,500 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.