Selected research
Industry Growth & Trends
Global Business Succession and Transfer Planning Industry Growth and Trends Forecast to 2032
Market perspective
According to APO Research, the global Business Succession and Transfer Planning market was valued at US$ million in 2026 and is projected to reach US$ million by 2032, implying a CAGR of xx% over 2026-2032.
The North America market for Business Succession and Transfer Planning is projected to increase from US$ million in 2026 to US$ million by 2032, corresponding to a CAGR of % over 2026-2032.
The Europe market for Business Succession and Transfer Planning is projected to increase from US$ million in 2026 to US$ million by 2032, registering a CAGR of % over 2026-2032.
Read the full market overview
The Asia Pacific market for Business Succession and Transfer Planning is projected to increase from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026-2032.
Leading global companies in the Business Succession and Transfer Planning market include Deloitte, PwC, EY, KPMG, BDO, RSM, Grant Thornton, Baker Tilly and Crowe, among others. In 2025, the top three vendors together accounted for approximately % of global revenue.
Report Scope
This report provides a structured, data-driven view of the global Business Succession and Transfer Planning market, combining harmonized quantitative metrics with targeted qualitative insight to support business and growth strategy, market positioning, and capital allocation.
The Business Succession and Transfer Planning market size, estimates, and forecasts are presented in terms of revenue (US$ million), with 2025 as the base year and historical and forecast data for 2021-2032. The report segments the global Business Succession and Transfer Planning market by Type, Application, region/country, and company, provides regional market sizes at the segment level, profiles the competitive landscape and key players and their market ranks, and reviews technology trends and new product developments relevant to Business Succession and Transfer Planning.
Key Companies & Market Share Insights
This section analyzes the strategies and performance of leading companies in the global Business Succession and Transfer Planning market, including portfolio focus, innovation and product development, mergers and acquisitions, collaborations, and geographic expansion used to sustain or enhance competitive positions. It also summarizes recent corporate developments and key financial indicators and provides global revenue and gross margin data by manufacturer for 2021-2026, enabling benchmarking of scale, profitability, and market share and supporting assessment of market concentration through indicators such as CR5 and CR10.
Business Succession and Transfer Planning Market by Company
Deloitte
PwC
EY
KPMG
BDO
RSM
Grant Thornton
Baker Tilly
Crowe
Forvis Mazars
J.P. Morgan
HSBC Global Private Banking
Morgan Stanley
Goldman Sachs
Citi Private Bank
Julius Baer
Pictet
Lombard Odier
Business Succession and Transfer Planning Segment by Type
Ownership Succession
Control Succession
Management Succession
Business Succession and Transfer Planning Segment by Application
Manufacturing
Finance and Wealth Management
Technology and Internet
Others
Business Succession and Transfer Planning Segment by Region
North America
United States
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Spain
Netherlands
Switzerland
Sweden
Poland
Asia-Pacific
China
Japan
South Korea
India
Australia
Taiwan
Southeast Asia
South America
Brazil
Argentina
Chile
Middle East & Africa
Egypt
South Africa
Israel
Türkiye
GCC Countries
Key Drivers & Barriers
High-impact rendering factors and drivers have been studied in this report to aid the readers to understand the general development. Moreover, the report includes restraints and challenges that may act as stumbling blocks on the way of the players. This will assist the users to be attentive and make informed decisions related to business. Specialists have also laid their focus on the upcoming business prospects.
Reasons to Buy This Report
1. This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Business Succession and Transfer Planning market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.
2. This report will help stakeholders to understand the global industry status and trends of Business Succession and Transfer Planning and provides them with information on key market drivers, restraints, challenges, and opportunities.
3. This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in value), competitor ecosystem, new product development, expansion, and acquisition.
4. This report stays updated with novel technology integration, features, and the latest developments in the market
5. This report helps stakeholders to gain insights into which regions to target globally
6. This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Business Succession and Transfer Planning.
7. This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2021-2025, 2026-2031). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 3: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 4: Introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 5: Detailed analysis of Business Succession and Transfer Planning companies' competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter 6: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter 7, 8, 9, 10 and 11: North America, Europe, Asia Pacific, South America, Middle East & Africa, revenue by country.
Chapter 12: Concluding Insights of the report
More report detail
Tables and figures
Scope & coverage.
Types
- Ownership Succession
- Control Succession
- Management Succession
Applications
- Manufacturing
- Finance and Wealth Management
- Technology and Internet
- Others
Companies covered
- Deloitte
- PwC
- EY
- KPMG
- BDO
- RSM
- Grant Thornton
- Baker Tilly
- Crowe
- Forvis Mazars
- J.P. Morgan
- HSBC Global Private Banking
- Morgan Stanley
- Goldman Sachs
- Citi Private Bank
- Julius Baer
- Pictet
- Lombard Odier
Inside the report.
1 Market Overview
- 1.1 Product Definition
- 1.2 Global Market Growth Prospects
- 1.3 Global Business Succession and Transfer Planning Market Size Overview by Region 2021 VS 2025 VS 2032
- 1.4 Global Business Succession and Transfer Planning Market Size by Region (2021-2032)
- 1.4.1 Global Business Succession and Transfer Planning Market Size by Region (2021-2026)
- 1.4.2 Global Business Succession and Transfer Planning Market Size by Region (2027-2032)
- 1.5 Key Regions Business Succession and Transfer Planning Market Size (2021-2032)
- 1.5.1 North America Business Succession and Transfer Planning Market Size Growth Rate (2021-2032)
- 1.5.2 Europe Business Succession and Transfer Planning Market Size Growth Rate (2021-2032)
- 1.5.3 Asia-Pacific Business Succession and Transfer Planning Market Size Growth Rate (2021-2032)
- 1.5.4 South America Business Succession and Transfer Planning Market Size Growth Rate (2021-2032)
- 1.5.5 Middle East & Africa Business Succession and Transfer Planning Market Size Growth Rate (2021-2032)
2 Business Succession and Transfer Planning Market by Type
- 2.1 Type Introduction
- 2.1.1 Ownership Succession
- 2.1.2 Control Succession
- 2.1.3 Management Succession
- 2.2 Global Business Succession and Transfer Planning Market Size by Type
- 2.2.1 Global Business Succession and Transfer Planning Market Size Overview by Type (2021-2032)
- 2.2.2 Global Business Succession and Transfer Planning Historic Market Size Review by Type (2021-2026)
- 2.2.3 Global Business Succession and Transfer Planning Market Size Forecasted by Type (2027-2032)
- 2.3 Global Business Succession and Transfer Planning Market Size by Regions
- 2.3.1 North America Business Succession and Transfer Planning Market Size Breakdown by Type (2021-2026)
- 2.3.2 Europe Business Succession and Transfer Planning Market Size Breakdown by Type (2021-2026)
- 2.3.3 Asia-Pacific Business Succession and Transfer Planning Market Size Breakdown by Type (2021-2026)
- 2.3.4 South America Business Succession and Transfer Planning Market Size Breakdown by Type (2021-2026)
- 2.3.5 Middle East and Africa Business Succession and Transfer Planning Market Size Breakdown by Type (2021-2026)
3 Business Succession and Transfer Planning Market by Application
- 3.1 Type Introduction
- 3.1.1 Manufacturing
- 3.1.2 Finance and Wealth Management
- 3.1.3 Technology and Internet
- 3.1.4 Others
- 3.2 Global Business Succession and Transfer Planning Market Size by Application
- 3.2.1 Global Business Succession and Transfer Planning Market Size Overview by Application (2021-2032)
- 3.2.2 Global Business Succession and Transfer Planning Historic Market Size Review by Application (2021-2026)
- 3.2.3 Global Business Succession and Transfer Planning Market Size Forecasted by Application (2027-2032)
- 3.3 Global Business Succession and Transfer Planning Market Size by Regions
- 3.3.1 North America Business Succession and Transfer Planning Market Size Breakdown by Application (2021-2026)
- 3.3.2 Europe Business Succession and Transfer Planning Market Size Breakdown by Application (2021-2026)
- 3.3.3 Asia-Pacific Business Succession and Transfer Planning Market Size Breakdown by Application (2021-2026)
- 3.3.4 South America Business Succession and Transfer Planning Market Size Breakdown by Application (2021-2026)
- 3.3.5 Middle East and Africa Business Succession and Transfer Planning Market Size Breakdown by Application (2021-2026)
4 Global Market Dynamics
- 4.1 Business Succession and Transfer Planning Industry Trends
- 4.2 Business Succession and Transfer Planning Industry Drivers
- 4.3 Business Succession and Transfer Planning Industry Opportunities and Challenges
- 4.4 Business Succession and Transfer Planning Industry Restraints
5 Competitive Insights by Company
- 5.1 Global Top Players by Business Succession and Transfer Planning Revenue (2021-2026)
- 5.2 Global Business Succession and Transfer Planning Industry Company Ranking, 2024 VS 2025 VS 2026
- 5.3 Global Business Succession and Transfer Planning Key Company Headquarters & Area Served
- 5.4 Global Business Succession and Transfer Planning Company, Product Type & Application
- 5.5 Global Business Succession and Transfer Planning Company Commercialization Time
- 5.6 Market Competitive Analysis
- 5.6.1 Global Business Succession and Transfer Planning Market CR5 and HHI
- 5.6.2 Global Top 5 and 10 Business Succession and Transfer Planning Players Market Share by Revenue in 2025
- 5.6.3 2025 Business Succession and Transfer Planning Tier 1, Tier 2, and Tier 3
6 Company Profiles
- 6.1 Deloitte
- 6.1.1 Deloitte Company Information
- 6.1.2 Deloitte Business Overview
- 6.1.3 Deloitte Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.1.4 Deloitte Business Succession and Transfer Planning Product Portfolio
- 6.1.5 Deloitte Recent Developments
- 6.2 PwC
- 6.2.1 PwC Company Information
- 6.2.2 PwC Business Overview
- 6.2.3 PwC Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.2.4 PwC Business Succession and Transfer Planning Product Portfolio
- 6.2.5 PwC Recent Developments
- 6.3 EY
- 6.3.1 EY Company Information
- 6.3.2 EY Business Overview
- 6.3.3 EY Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.3.4 EY Business Succession and Transfer Planning Product Portfolio
- 6.3.5 EY Recent Developments
- 6.4 KPMG
- 6.4.1 KPMG Company Information
- 6.4.2 KPMG Business Overview
- 6.4.3 KPMG Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.4.4 KPMG Business Succession and Transfer Planning Product Portfolio
- 6.4.5 KPMG Recent Developments
- 6.5 BDO
- 6.5.1 BDO Company Information
- 6.5.2 BDO Business Overview
- 6.5.3 BDO Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.5.4 BDO Business Succession and Transfer Planning Product Portfolio
- 6.5.5 BDO Recent Developments
- 6.6 RSM
- 6.6.1 RSM Company Information
- 6.6.2 RSM Business Overview
- 6.6.3 RSM Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.6.4 RSM Business Succession and Transfer Planning Product Portfolio
- 6.6.5 RSM Recent Developments
- 6.7 Grant Thornton
- 6.7.1 Grant Thornton Company Information
- 6.7.2 Grant Thornton Business Overview
- 6.7.3 Grant Thornton Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.7.4 Grant Thornton Business Succession and Transfer Planning Product Portfolio
- 6.7.5 Grant Thornton Recent Developments
- 6.8 Baker Tilly
- 6.8.1 Baker Tilly Company Information
- 6.8.2 Baker Tilly Business Overview
- 6.8.3 Baker Tilly Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.8.4 Baker Tilly Business Succession and Transfer Planning Product Portfolio
- 6.8.5 Baker Tilly Recent Developments
- 6.9 Crowe
- 6.9.1 Crowe Company Information
- 6.9.2 Crowe Business Overview
- 6.9.3 Crowe Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.9.4 Crowe Business Succession and Transfer Planning Product Portfolio
- 6.9.5 Crowe Recent Developments
- 6.10 Forvis Mazars
- 6.10.1 Forvis Mazars Company Information
- 6.10.2 Forvis Mazars Business Overview
- 6.10.3 Forvis Mazars Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.10.4 Forvis Mazars Business Succession and Transfer Planning Product Portfolio
- 6.10.5 Forvis Mazars Recent Developments
- 6.11 J.P. Morgan
- 6.11.1 J.P. Morgan Company Information
- 6.11.2 J.P. Morgan Business Overview
- 6.11.3 J.P. Morgan Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.11.4 J.P. Morgan Business Succession and Transfer Planning Product Portfolio
- 6.11.5 J.P. Morgan Recent Developments
- 6.12 HSBC Global Private Banking
- 6.12.1 HSBC Global Private Banking Company Information
- 6.12.2 HSBC Global Private Banking Business Overview
- 6.12.3 HSBC Global Private Banking Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.12.4 HSBC Global Private Banking Business Succession and Transfer Planning Product Portfolio
- 6.12.5 HSBC Global Private Banking Recent Developments
- 6.13 Morgan Stanley
- 6.13.1 Morgan Stanley Company Information
- 6.13.2 Morgan Stanley Business Overview
- 6.13.3 Morgan Stanley Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.13.4 Morgan Stanley Business Succession and Transfer Planning Product Portfolio
- 6.13.5 Morgan Stanley Recent Developments
- 6.14 Goldman Sachs
- 6.14.1 Goldman Sachs Company Information
- 6.14.2 Goldman Sachs Business Overview
- 6.14.3 Goldman Sachs Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.14.4 Goldman Sachs Business Succession and Transfer Planning Product Portfolio
- 6.14.5 Goldman Sachs Recent Developments
- 6.15 Citi Private Bank
- 6.15.1 Citi Private Bank Company Information
- 6.15.2 Citi Private Bank Business Overview
- 6.15.3 Citi Private Bank Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.15.4 Citi Private Bank Business Succession and Transfer Planning Product Portfolio
- 6.15.5 Citi Private Bank Recent Developments
- 6.16 Julius Baer
- 6.16.1 Julius Baer Company Information
- 6.16.2 Julius Baer Business Overview
- 6.16.3 Julius Baer Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.16.4 Julius Baer Business Succession and Transfer Planning Product Portfolio
- 6.16.5 Julius Baer Recent Developments
- 6.17 Pictet
- 6.17.1 Pictet Company Information
- 6.17.2 Pictet Business Overview
- 6.17.3 Pictet Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.17.4 Pictet Business Succession and Transfer Planning Product Portfolio
- 6.17.5 Pictet Recent Developments
- 6.18 Lombard Odier
- 6.18.1 Lombard Odier Company Information
- 6.18.2 Lombard Odier Business Overview
- 6.18.3 Lombard Odier Business Succession and Transfer Planning Revenue, Global Share and Gross Margin (2021-2026)
- 6.18.4 Lombard Odier Business Succession and Transfer Planning Product Portfolio
- 6.18.5 Lombard Odier Recent Developments
7 North America
- 7.1 North America Business Succession and Transfer Planning Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
- 7.2 North America Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 7.3 North America Business Succession and Transfer Planning Market Size Forecast by Country (2027-2032)
8 Europe
- 8.1 Europe Business Succession and Transfer Planning Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
- 8.2 Europe Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 8.3 Europe Business Succession and Transfer Planning Market Size Forecast by Country (2027-2032)
9 Asia-Pacific
- 9.1 Asia-Pacific Business Succession and Transfer Planning Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
- 9.2 Asia-Pacific Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 9.3 Asia-Pacific Business Succession and Transfer Planning Market Size Forecast by Country (2027-2032)
10 South America
- 10.1 South America Business Succession and Transfer Planning Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
- 10.2 South America Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 10.3 South America Business Succession and Transfer Planning Market Size Forecast by Country (2027-2032)
11 Middle East & Africa
- 11.1 Middle East & Africa Business Succession and Transfer Planning Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
- 11.2 Middle East & Africa Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 11.3 Middle East & Africa Business Succession and Transfer Planning Market Size Forecast by Country (2027-2032)
12 Concluding Insights
13 Appendix
- 13.1 Reasons for Doing This Study
- 13.2 Research Methodology
- 13.3 Research Process
- 13.4 Authors List of This Report
- 13.5 Data Source
- 13.5.1 Secondary Sources
- 13.5.2 Primary Sources
GET THE RESEARCH
Choose your license.
Choose who needs access.
All options are for this report and research series.
PDF by email within 3–5 working days after payment confirmation.
Talk to an analyst