Our succession planning advice can help you maximise the success of your business both today and in the future.
Why Plan Now?
Most business owners want to transfer control or exit ownership within the next decade, however, less than a third have a formal succession plan in place.
Our business owner succession services comprise a comprehensive approach to business transition that can help you navigate through your business and personal financial life cycles.
Our team includes professionals trained in diverse disciplines to help you manage each step of the succession process and steer a path that leads to your strategic goals. Some of the questions you may wish to consider are:
- How will the transaction contribute to your personal financial goals and affect your lifestyle?
- How does this transition affect your estate-planning objectives?
- Does your succession team require the finance to complete the transaction?
- What will be the effect on the business before and after the transaction?