Succession
Planning for the future of your business is one of the most important steps you can take. Whether you're thinking about selling, stepping back, or passing the reins to family or staff, having a clear succession plan ensures a smooth and financially secure transition.
We want to create a structured plan with you now, so a clear vision for the future can be actioned and achieved because tomorrow will soon be today.
What we do
Meet with you to understand your future goals.
Complete a snap shot valuation and statement of position of all your assets.
Understand your personal situation, marriage, kids, age and health.
Help make the business attractive to sell at the desired value to either an external party, an existing staff member 100%, partial sell, or to family members.
Ensure that succession issues are well thought through and won’t cause the next generation conflict.
Passing on your business is one of the biggest decisions you’ll make. We’ll help you plan ahead with clarity and care so your legacy is protected and the next chapter is set up for success.
If you’d like to talk through your succession options, get in touch with us today.
We’re here to help.