Succession planning
Ensuring the smooth transition of your business and assets according to your wishes.
Getting your business ready for sale or succession
Whether you’re moving on to pursue new ventures, seeking a lifestyle change, or planning for retirement, preparing your business for succession or sale is an important step in your exit strategy.
Letting go of your business can be emotional and stressful. Having a well planned strategy in place is the key to ensuring a smooth transition, with tax always be an important consideration.
Getting the right advice as early as possible can help minimise the tax that would otherwise become due, leaving you to enjoy more of the proceeds.
Any succession planning should start well in advance of your planned exit. Our Private Client services team can help you explore your options to ensure that the transaction is tax efficient, meeting your business and personal goals.
Let's work together
We have a strong history working with families, and the private companies they own in reaching their strategic goals.
Get in touch with us to talk about the next phase of your company and find out how our private client services might benefit you.