Succession

We all need to stop and take a minute to think about what we want to do in the future, as there are so many options to consider. If you owned your business would you sell it, work reduced hours or just retire?


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