Security & Armored Services Succession

Aria Consulting was retained to provide valuation and advisory services in connection with a complex multi-generational succession plan for a family-owned security and armored services company operating across multiple jurisdictions. The engagement involved the valuation of the enterprise and its constituent operating entities, as well as the development of a structured transfer strategy designed to minimize tax exposure and ensure continuity of operations. Our team coordinated with the family's legal and tax advisors to deliver an integrated solution that facilitated the orderly transfer of over $100 million in business assets across two generations, while preserving the company's operational integrity and legacy.