Quick Overview - Succession Planning & Profit Extraction

Exiting your business is a huge milestone, and not just a flick of the switch. Maximising value and preserving the success you built for your business requires substantial preparation through a well thought out, tailored process.

We recognise that your business is more than just a ‘9 to 5’ and the decision to step away is a significant moment in both your professional career and personal life.

Business Succession – Five Step Plan

Identify the need for a succession plan
Consider the Transfer Methods and Corporate Structure
Contingency Planning
Business valuation & Decision on Successors
Exit Strategy

Do any of the following issues resonate with you?

When is the right time to sell my business interest?

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How do I prepare for retirement, sale and / or closure?

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What is my business worth and how to value it?

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How do I plan a management buyout?

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