Succession Planning

Passing a business on to the next generation, whether that’s family or staff, needs careful planning on a financial and personal level.

We know that change of ownership is a major event, perhaps the most important of your business career. Our job is to make it go as smoothly as possible for you and ensure the future success of your business.

Succession planning challenges:

• Is the next generation willing and able to take on the business?
• When is the best time for leave?
• What is the best financial outcome for you?

With experience of countless business successions, our team will help you create a plan that’s right for you and the business you’ve built. Some of the services this might include are:

• Finding the right buyers
• Preparing your management team
• Estate planning strategies
• Creation of trusts to meet planning goals