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Succession planning

We can’t make you see in the dark… but we’ll help you see your future.

What the future holds is unknown, but it’s inevitable that one day you will need to think about how your business will function without you. Not always does business succession involve the complete exit of a key individual or business owner. Often the best succession strategies are those that allow you to continue owning the business without being intimately involved in every operational detail.

We can steer you in the right direction, so you have the best chance of securing the desired future of your business.

You might be thinking about passing on your business to someone or selling up, either way you need a solid plan to prepare you and your business for that day. What many people don’t realise is that with some quick fixes you can dramatically increase the value of your business and iron out issues to ensure its future success.

Our approach

We understand the drivers of small to medium businesses and the additional complexities when they are family owned and run. We can help you consider your options, identify a plan and implement your chosen path to achieve your goals. Our  Specialist Partners and our Senior Succession Planning Consultant Bill Charlton would love to hear from you. Our team bring extensive knowledge and decades of advisory experience that will ensure your family’s financial future is secure.

We’ll help you form a succession or exit plan, outlining who will take over your business when you no longer are available or when you choose to change your role. Our advisors will get to know you and gain an understanding of your business to maximise the feasibility of a smooth transition. They will ensure, most importantly, that your plan is attainable and give you a timetable of key milestones so you can ensure that things are on track. This will ultimately give you peace of mind and a clear sight of where your business is heading in the future.