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Succession Planning

 

Identify and prepare a capable successor, and protect and transfer your net worth.

 

succession planning

 

What we do?

We help companies to transfer ownership of their business when they decide to exit (if you’re considering an outright sale, see Exit Strategy and Implementation).


Why is this important?


It enables you to:

  • Plan for an orderly transition of the business
  • Identify and prepare a capable successor
  • Build, protect and transfer your net worth


Many CEOs neglect succession planning or don't keep it current: understandably, they’re focused on running the company and making a profit. Yet without addressing the subject the company can fall apart when the time comes to move on.


How can we help?

We have a succession planning process that’s been successfully used in a wide variety of businesses.

We start by helping businesses to identify what succession means to them. Their answer then sets the tone for everything that follows. The ‘selling’ decision leads to whom to sell it to, for how much and when. The ‘keeping’ decision leads to classic succession planning issues.


Next steps

For more information on how we can help with succession planning, please call 0207 099 2621 or visit our contact page.





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