Selected research
Industry Research
Business Succession and Transfer Planning Industry Research Report 2026
Market perspective
The global Business Succession and Transfer Planning market was valued at US$ million in 2025 and is projected to reach US$ million by 2032, implying a CAGR of % over 2026–2032.
North America: the Business Succession and Transfer Planning market is projected to increase from US$ million in 2026 to US$ million by 2032, reflecting a CAGR of % over 2026–2032. Europe: the Business Succession and Transfer Planning market is projected to rise from US$ million in 2026 to US$ million by 2032, registering a CAGR of % over 2026–2032. Asia Pacific: the Business Succession and Transfer Planning market is expected to grow from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026–2032. Leading global service providers of Business Succession and Transfer Planning 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
Read the full market overview
This report quantifies the global Business Succession and Transfer Planning market in terms of revenue (US$ million) and, where applicable, service volume (k units), using 2024 as the base year and providing annual historical and forecast data for 2021–2032.
It standardizes definitions of service Types and end-use Applications, harmonizes provider attribution, and delivers comparable time series by company, Type, Application, and region or country, including indicative price bands (US$/k units) and concentration ratios (CR5/CR10). Outputs are intended to support service design, budgeting, capacity planning, and benchmarking for providers, platforms, channel partners, and investors; the report also reviews technology shifts and notable service innovations relevant to Business Succession and Transfer Planning.
Key Companies & Market Share Insights
This section profiles leading service providers with 2021–2025 results and a 2026–2032 outlook—covering revenue, market share, price bands, service portfolio and client mix, regional and channel mix, and key developments (M&A, network expansion, certifications). It also provides global revenue, average price, and—where applicable—volume metrics by provider, and calculates CR5/CR10 and rank changes to support comparative benchmarking.
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
Spain
Russia
Netherlands
Nordic Countries
Asia-Pacific
China
Japan
South Korea
India
Australia
Taiwan
Southeast Asia
South America
Brazil
Argentina
Chile
Middle East & Africa
Saudi Arabia
Israel
United Arab Emirates
Turkey
Iran
Egypt
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 volume and 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: Research objectives, research methods, data sources, data cross-validation;
Chapter 2: Introduces the report scope of the report, executive summary of different market segments (product type, application, etc), including the market size of each market segment, future development potential, and so on. 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 3: Provides the analysis of various market segments product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments 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 5: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 6: Detailed analysis of Business Succession and Transfer Planning companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 7, 8, 9, 10, 11: North America, Europe, Asia Pacific, South America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 12: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including revenue, gross margin, product introduction, recent development, etc.
Chapter 13: The main points and conclusions 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 Preface
- 1.1 Scope of Report
- 1.2 Reasons for Doing This Study
- 1.3 Research Methodology
- 1.4 Research Process
- 1.5 Data Source
- 1.5.1 Secondary Sources
- 1.5.2 Primary Sources
2 Market Overview
- 2.1 Product Definition
- 2.2 Business Succession and Transfer Planning by Type
- 2.2.1 Market Value Comparison by Type (2021 VS 2025 VS 2032)
- 2.2.2 Ownership Succession
- 2.2.3 Control Succession
- 2.2.4 Management Succession
- 2.3 Business Succession and Transfer Planning by Application
- 2.3.1 Market Value Comparison by Application (2021 VS 2025 VS 2032)
- 2.3.2 Manufacturing
- 2.3.3 Finance and Wealth Management
- 2.3.4 Technology and Internet
- 2.3.5 Others
- 2.4 Assumptions and Limitations
3 Business Succession and Transfer Planning Breakdown Data by Type
- 3.1 Global Business Succession and Transfer Planning Historic Market Size by Type (2021-2026)
- 3.2 Global Business Succession and Transfer Planning Forecasted Market Size by Type (2027-2032)
4 Business Succession and Transfer Planning Breakdown Data by Application
- 4.1 Global Business Succession and Transfer Planning Historic Market Size by Application (2021-2026)
- 4.2 Global Business Succession and Transfer Planning Forecasted Market Size by Application (2027-2032)
5 Global Growth Trends
- 5.1 Global Business Succession and Transfer Planning Market Perspective (2021-2032)
- 5.2 Global Business Succession and Transfer Planning Growth Trends by Region
- 5.2.1 Global Business Succession and Transfer Planning Market Size by Region: 2021 VS 2025 VS 2032
- 5.2.2 Business Succession and Transfer Planning Historic Market Size by Region (2021-2026)
- 5.2.3 Business Succession and Transfer Planning Forecasted Market Size by Region (2027-2032)
- 5.3 Business Succession and Transfer Planning Market Dynamics
- 5.3.1 Business Succession and Transfer Planning Industry Trends
- 5.3.2 Business Succession and Transfer Planning Market Drivers
- 5.3.3 Business Succession and Transfer Planning Market Challenges
- 5.3.4 Business Succession and Transfer Planning Market Restraints
6 Market Competitive Landscape by Players
- 6.1 Global Top Business Succession and Transfer Planning Players by Revenue
- 6.1.1 Global Top Business Succession and Transfer Planning Players by Revenue (2021-2026)
- 6.1.2 Global Business Succession and Transfer Planning Revenue Market Share by Players (2021-2026)
- 6.2 Global Business Succession and Transfer Planning Industry Players Ranking, 2023 VS 2024 VS 2025
- 6.3 Global Key Players of Business Succession and Transfer Planning Head Office and Area Served
- 6.4 Global Business Succession and Transfer Planning Players, Product Type & Application
- 6.5 Global Business Succession and Transfer Planning Manufacturers Established Date
- 6.6 Global Business Succession and Transfer Planning Market CR5 and HHI
- 6.7 Global Players Mergers & Acquisition
7 North America
- 7.1 North America Business Succession and Transfer Planning Market Size (2021-2032)
- 7.2 North America Business Succession and Transfer Planning Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 7.3 North America Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 7.4 North America Business Succession and Transfer Planning Market Size by Country (2027-2032)
- 7.5 United States
- 7.5 United States
- 7.6 Canada
- 7.7 Mexico
8 Europe
- 8.1 Europe Business Succession and Transfer Planning Market Size (2021-2032)
- 8.2 Europe Business Succession and Transfer Planning Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 8.3 Europe Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 8.4 Europe Business Succession and Transfer Planning Market Size by Country (2027-2032)
- 8.5 Germany
- 8.6 France
- 8.7 U.K.
- 8.8 Italy
- 8.9 Spain
- 8.10 Russia
- 8.11 Netherlands
- 8.12 Nordic Countries
9 Asia-Pacific
- 9.1 Asia-Pacific Business Succession and Transfer Planning Market Size (2021-2032)
- 9.2 Asia-Pacific Business Succession and Transfer Planning Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 9.3 Asia-Pacific Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 9.4 Asia-Pacific Business Succession and Transfer Planning Market Size by Country (2027-2032)
- 9.5 China
- 9.6 Japan
- 9.7 South Korea
- 9.8 India
- 9.9 Australia
- 9.10 China Taiwan
- 9.11 Southeast Asia
10 South America
- 10.1 South America Business Succession and Transfer Planning Market Size (2021-2032)
- 10.2 South America Business Succession and Transfer Planning Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 10.3 South America Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 10.4 South America Business Succession and Transfer Planning Market Size by Country (2027-2032)
- 10.5 Brazil
- 10.6 Argentina
- 10.7 Chile
- 10.8 Colombia
- 10.9 Peru
11 Middle East & Africa
- 11.1 Middle East & Africa Business Succession and Transfer Planning Market Size (2021-2032)
- 11.2 Middle East & Africa Business Succession and Transfer Planning Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 11.3 Middle East & Africa Business Succession and Transfer Planning Market Size by Country (2021-2026)
- 11.4 Middle East & Africa Business Succession and Transfer Planning Market Size by Country (2027-2032)
- 11.5 Saudi Arabia
- 11.6 Israel
- 11.7 United Arab Emirates
- 11.8 Turkey
- 11.9 Iran
- 11.10 Egypt
12 Players Profiled
- 12.1 Deloitte
- 12.1.1 Deloitte Company Information
- 12.1.2 Deloitte Business Overview
- 12.1.3 Deloitte Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.1.4 Deloitte Business Succession and Transfer Planning Product Portfolio
- 12.1.5 Deloitte Recent Developments
- 12.2 PwC
- 12.2.1 PwC Company Information
- 12.2.2 PwC Business Overview
- 12.2.3 PwC Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.2.4 PwC Business Succession and Transfer Planning Product Portfolio
- 12.2.5 PwC Recent Developments
- 12.3 EY
- 12.3.1 EY Company Information
- 12.3.2 EY Business Overview
- 12.3.3 EY Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.3.4 EY Business Succession and Transfer Planning Product Portfolio
- 12.3.5 EY Recent Developments
- 12.4 KPMG
- 12.4.1 KPMG Company Information
- 12.4.2 KPMG Business Overview
- 12.4.3 KPMG Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.4.4 KPMG Business Succession and Transfer Planning Product Portfolio
- 12.4.5 KPMG Recent Developments
- 12.5 BDO
- 12.5.1 BDO Company Information
- 12.5.2 BDO Business Overview
- 12.5.3 BDO Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.5.4 BDO Business Succession and Transfer Planning Product Portfolio
- 12.5.5 BDO Recent Developments
- 12.6 RSM
- 12.6.1 RSM Company Information
- 12.6.2 RSM Business Overview
- 12.6.3 RSM Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.6.4 RSM Business Succession and Transfer Planning Product Portfolio
- 12.6.5 RSM Recent Developments
- 12.7 Grant Thornton
- 12.7.1 Grant Thornton Company Information
- 12.7.2 Grant Thornton Business Overview
- 12.7.3 Grant Thornton Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.7.4 Grant Thornton Business Succession and Transfer Planning Product Portfolio
- 12.7.5 Grant Thornton Recent Developments
- 12.8 Baker Tilly
- 12.8.1 Baker Tilly Company Information
- 12.8.2 Baker Tilly Business Overview
- 12.8.3 Baker Tilly Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.8.4 Baker Tilly Business Succession and Transfer Planning Product Portfolio
- 12.8.5 Baker Tilly Recent Developments
- 12.9 Crowe
- 12.9.1 Crowe Company Information
- 12.9.2 Crowe Business Overview
- 12.9.3 Crowe Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.9.4 Crowe Business Succession and Transfer Planning Product Portfolio
- 12.9.5 Crowe Recent Developments
- 12.10 Forvis Mazars
- 12.10.1 Forvis Mazars Company Information
- 12.10.2 Forvis Mazars Business Overview
- 12.10.3 Forvis Mazars Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.10.4 Forvis Mazars Business Succession and Transfer Planning Product Portfolio
- 12.10.5 Forvis Mazars Recent Developments
- 12.11 J.P. Morgan
- 12.11.1 J.P. Morgan Company Information
- 12.11.2 J.P. Morgan Business Overview
- 12.11.3 J.P. Morgan Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.11.4 J.P. Morgan Business Succession and Transfer Planning Product Portfolio
- 12.11.5 J.P. Morgan Recent Developments
- 12.12 HSBC Global Private Banking
- 12.12.1 HSBC Global Private Banking Company Information
- 12.12.2 HSBC Global Private Banking Business Overview
- 12.12.3 HSBC Global Private Banking Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.12.4 HSBC Global Private Banking Business Succession and Transfer Planning Product Portfolio
- 12.12.5 HSBC Global Private Banking Recent Developments
- 12.13 Morgan Stanley
- 12.13.1 Morgan Stanley Company Information
- 12.13.2 Morgan Stanley Business Overview
- 12.13.3 Morgan Stanley Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.13.4 Morgan Stanley Business Succession and Transfer Planning Product Portfolio
- 12.13.5 Morgan Stanley Recent Developments
- 12.14 Goldman Sachs
- 12.14.1 Goldman Sachs Company Information
- 12.14.2 Goldman Sachs Business Overview
- 12.14.3 Goldman Sachs Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.14.4 Goldman Sachs Business Succession and Transfer Planning Product Portfolio
- 12.14.5 Goldman Sachs Recent Developments
- 12.15 Citi Private Bank
- 12.15.1 Citi Private Bank Company Information
- 12.15.2 Citi Private Bank Business Overview
- 12.15.3 Citi Private Bank Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.15.4 Citi Private Bank Business Succession and Transfer Planning Product Portfolio
- 12.15.5 Citi Private Bank Recent Developments
- 12.16 Julius Baer
- 12.16.1 Julius Baer Company Information
- 12.16.2 Julius Baer Business Overview
- 12.16.3 Julius Baer Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.16.4 Julius Baer Business Succession and Transfer Planning Product Portfolio
- 12.16.5 Julius Baer Recent Developments
- 12.17 Pictet
- 12.17.1 Pictet Company Information
- 12.17.2 Pictet Business Overview
- 12.17.3 Pictet Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.17.4 Pictet Business Succession and Transfer Planning Product Portfolio
- 12.17.5 Pictet Recent Developments
- 12.18 Lombard Odier
- 12.18.1 Lombard Odier Company Information
- 12.18.2 Lombard Odier Business Overview
- 12.18.3 Lombard Odier Revenue in Business Succession and Transfer Planning Business (2021-2026)
- 12.18.4 Lombard Odier Business Succession and Transfer Planning Product Portfolio
- 12.18.5 Lombard Odier Recent Developments
13 Report Conclusion
14 Disclaimer
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