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Business Planning

When do you need exit & succession planning?

Ideally—as soon as possible. To get the most out of all your hard work, it is always worth considering and preparing for your “end game” sooner rather than later. To quote Stephen Coveys 2nd Habit of Highly Successful People “always start with the end in mind”.

Exit & Succession Planning powerfully prepares your business for a transition in ownership — when you wish to move onto new challenges, or venture to the next stage of your life’s ambitions.

How to build a succession plan?

Planning for the succession of your business can be very complicated. This is why we have developed this succession planning guide to assist business owners how to successfully accomplish the transition process.

Although succession plans will be different for different businesses, there are many steps that are common to any succession plan. The common steps outlined in this guide are:
  • Exploring your options
  • Keeping the business in the family
  • Selecting and preparing a successor
  • Planning a management buy-out
  • Determining the value of the business
  • Selling the business
  • Financing the succession plan
  • Understanding the tax and legal issues
  • Managing wealth to secure your future

Strategy development

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Our select services include:
  • Financial and Tax Reporting
  • Complex Financial Instruments
  • Transaction Support
  • Alternate Investment Services
  • Business Case Analytics
  • Tangible Assets
Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et.
Our select services include:
  • Financial and Tax Reporting
  • Complex Financial Instruments
  • Transaction Support
  • Alternate Investment Services
  • Business Case Analytics
  • Tangible Assets
Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et.
Our select services include:
  • Financial and Tax Reporting
  • Complex Financial Instruments
  • Transaction Support
  • Alternate Investment Services
  • Business Case Analytics
  • Tangible Assets

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