It’s never to early to start thinking about
your exit strategy or succession plan.
Having the right roadmap in place can ensure that you achieve your business goals.
Preparing for change can be challenging. We have extensive experience in helping businesses plan and manage a smooth transition.
Effective succession planning is critical to the ongoing success of a business. The process often raises many difficult financial, tax, legal, equity and emotional issues. Planning sooner rather than later ensures peace of mind for the business founder, avoidance of potential future conflict and allows time to implement strategies to protect, grow and realise the maximum value of the business.
How we help clients with succession planning
The first step in the succession planning process is to listen to your objectives. It important that we hear your goals so that we can consider the best succession strategy for your business and personal financial future.
Once we understand your goals, our advisers can help structure your future so that the business can fund your retirement, minimise its risk and assure stakeholders and management of business continuity.
- Tax structuring
- Business process improvement
- Business valuations
- Due diligence
- Wealth management
- Superannuation strategies
- Estate planning
Where necessary our team will coordinate with specialists across the different areas of the firm to ensure the implications are thoroughly considered and executed.