Business Succession Planning

Creating a business succession plan is one of life's most important financial considerations for a business owner. It sets out the steps that should be taken to enable the transfer of an interest in a business from one owner to another person(s) or entity upon the happening of a specified future event.

We can explain strategies and provide the business and families you with financial certainty and enable business partners to leave a business with dignity and on their own terms.

It’s about:

  • putting the right money
  • in the right hands
  • at the right time
  • from the right source