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Business and Succession Planning

A clear strategy and comprehensive planning are imperative in today’s business world.  

We can help you develop a succession plan to enable a successful exit from the business whether by:

  • Passing the family business to the next generation
  • Selling the company to a third party
  • Management buy-out
  • Sale of shares back to the company on retirement (company purchase of own shares)

We work closely with many of our clients meeting regularly to review financial and non-financial goals that we have identified together. We can help you put realistic timescales on your action plan.

Our clients who have clear plans, who work on the business rather than in the business, usually have the most successful businesses. These businesses are more likely to sell when the time arises.

Whatever the size of your business, we can tailor support to an appropriate level to give you the direction to reach personal and business goals.

What is your business worth?  How easy would it be to sell?  Get the answers to these questions and more by taking the FREE "Sellability Score" Quiz.  Find out how your business would measure up if you really tried to sell it