Food Processing & Agriculture

Business Owner Succession Services

Some of the issues your company faces are important to every company, in every industry. These include business succession, strategic, and estate planning; and operations and finance. Management of these areas is a dynamic process, and during a company’s life cycle, one or more of these areas may require significant attention.

At Moss Adams, we believe that the consistent execution of a company’s plans provide the best foundation for success. Our role as advisors has evolved into a client-focused service that includes many different aspects and requires the employment of professionals with different areas of expertise.

We serve the dynamic and complex financial needs of businesses, families and individuals who seek a full service relationship as well as the peace of mind that result from working with a trusted financial advisor. We provide our clients with the assurance that the job will be done by a team of accessible, focused professionals with broad financial backgrounds. Our approach melds a strong human touch with the use of technological efficiencies to produce a timely, holistic response to the needs of our clients.

Business Owner Succession Services (BOSS) is an integrated set of services to help business owners preserve or increase their wealth as they transition their business interests. Moss Adams’ BOSS services include personal financial planning for business owners, business and strategic planning, management succession planning, ownership transition planning, and estate planning.

We have members on our Food Processing and Agriculture team who are specialists in many of these areas available to assist our clients.

For examples of our BOSS work with clients, read our case histories.

Food Processing & Agriculture Contacts

Val Perry

509-248-7750

Lary Kirchenbauer

707-527-0800

Send us an e-mail