Expertise

Succession

We act for clients who require practical and commercially effective succession planning advice and strategies – both to develop and implement unique and fit-for-purpose succession solutions.

Are you facing any of the following challenges?

  • You would like your children to take ownership of your business but they do not have the financial resources or skills to take over your business.
  • You are considering selling your business to your employees or to other business partners but are unsure where to begin.
  • You would like to gradually sell down the equity of your business to realise value.
  • You are considering transitioning to retirement from your business and are unsure what steps you should take.

We have significant experience in guiding clients through these and other challenges. Our practical approach to succession recognises the unique challenges and goals of each client.

Our significant expertise across value acceleration, valuation and business sales arms us well to tackle the many challenges inherent in business succession. Further, we partner with our clients established advisors to ensure our solutions match with the long-term strategies developed by you and your existing advisors.