Get exit ready.
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Succession Planning Services
Our Succession Planning Services are about getting three things right at the same time – the business, the owners and the finances – business and family – to ensure the best possible exit outcomes for all stakeholders.
We have developed a five stage, 21 step process to ensure that all 3 aspects are covered:
The business is ready for a handover (sale, merger, succession to family members, management buy-out – risk is managed, assets protected, policy and procedures in place, corporate governance is well managed and documented, the management team is locked in & well incentivised and sales & marketing is an automated machine to drive growth.
The owners are well prepared for the next step – retirement, the next business, transitioning to family ownership and a board role.
The finances are all sorted – personal debt is paid off, assets are protected, the business is not reliant on owners’ personal assets to secure funding, the business has a sustainable profit model and reporting framework.
The various steps to prepare for succession are simply good smart business and the earlier you start the better. Find out more about our Succession Planning Services today.