Succession Planning

We can help your business develop a continuity plan that will minimise the risk of operational issues through transitions of ownership. Clear direction can also help maintain your business’ established values and vision, protecting the legacy you created.

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Planning for retirement

Retirement is an eventual milestone for everyone, but unexpected health issues, opportunities to expand, merge, or acquire another business could bring your decision forward. A succession plan ensures you are well-prepared for any eventuality. Forward planning also allows you time to identify and develop a suitable successor for the future.

Creating a considered plan

Even if you have no immediate plans to sell your business, having a thorough and well-considered succession plan in place ensures clarity in the event of a change in ownership, making your business more attractive to potential buyers or investors, and potentially increasing its value.

Comprehensive support for a seamless succession

We can facilitate the drafting of essential documents such as wills, trusts, buy-sell agreements, and shareholder agreements. We can advise on restructuring your business to make it more tax-efficient for your successor and address the tax implications of transferring business ownership through sale, inheritance, or gifting. We can also provide financial planning, for your future security and that of your business.

Award-winning advisors

The industry recognition we have received is your assurance that you can be confident in our breadth of experience and depth of knowledge.

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

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The first step towards optimising the financial position of your business tax is to make an enquiry with us. Please complete the form below to discuss this further with one of our team members.

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