Succession

Succession Planning

You will reach a time when you will want to exit the business you have spent considerable effort building up. Who will you sell to? Who will succeed you? How will you maximise the sale value?

Hear our ideas and make sure you avoid a fire sale.

Maximise Value

Your business is a valuable money making machine. We will help you to maximise the value of your business by putting in place systems so that it is no longer dependent on you. You may decide not to sell, but you will have grown your investment.

Buy / Sell

Do you want to end up in business with your Partner's spouse? If you don't, then now is the time to enter into a partnership buy/sell agreement. We will make sure that the agreement is adequately funded.

Transfer Ownership

If you start early then you can provide for a smooth transition and maximise your exit value.

Mergers and Acquisitions

Not all mergers work, but many do.

We can help you with your due diligence work to reduce the risk when making acquisitions. We can also provide advice on business structure and tax effects of your proposals.

Business Valuations

Do you know what your business is worth? We can put a value on your business whether you are planning to sell or not. For instance you may need an annual valuation so that you can top up your partnership insurance.

Alternatively, you may need a valuation for Estate Planning purposes. In all these situations we can be of assistance.

Contact us regarding any of the above services.