You have worked hard all your life and to know that with forward planning, you can make sure the transition is financially beneficial.
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