Succession

3 generations of a family, grandfather, father and son posing together

FUTURE PROOFING PHASE

Half of all businesses express concern about staff retention and the challenges this brings to the future success of their business, so our breadth of expertise ensures that you are up to the challenges this significant stage in your business evolution brings and the specialist knowledge it requires.

We offer practical and pragmatic advice to safeguard your planning for the succession of talent and the future leaders of your business.

To better deliver the succession plans that best match your business objectives, we take the time to understand your organisation, its goals and your future business and personal aspirations.

SUCCESSION FOCUSED ON YOUR SUCCESS

We advise, with the creation of comprehensive succession plan, including identifying potential successors, determining the best ownership and management structure for the business and developing a plan for the transfer of assets and liabilities.

We also assist with tax planning and compliance, as well as any necessary legal documentation, such as buy-sell agreements and transfer agreements.

TALK TO US

group of business owners smiling in a meeting

PLANNING FOR YOUR SUCCESS

We are aware that having a strong succession plan at the outset forces you to identify and evaluate the numerous costs, resources, tools, personnel and marketing you will need to succeed.

We understand how to prepare for all contingencies help build frameworks and agreements for companies to ensure the smooth transition of leadership roles.

In addition to providing legal advice and support, we can also offer valuable expertise in areas such as finance, accounting, and valuation.

They can help business owners to evaluate their business and financial situations, identify potential risks and opportunities and make informed decisions about the future of their business.

With the right succession plan in place, business owners can ensure the continuity and long-term success of your business, while also providing for the well-being of your family and loved ones.