Advisory
Succession Planning
Hand the business over without breaking it.
Internal succession has two problems to solve at the same time. Moving ownership in a way that’s fair, funded and doesn’t create a tax mess. And moving capability, so the business still runs once you’ve gone. Plans that only solve the first one usually fall over within a few years.
We handle the valuation and the transfer structure, the funding through gifting, notes, insurance or an ESOP, the governance that keeps family and management dynamics manageable, and a realistic timeline for handing over the relationships and knowledge the business truly runs on.
What you get
Funded, not just drawn up
A structure with a real way of paying for it behind it.
Tax-efficient handover
Estate, gift and income consequences modelled across the whole sequence.
Governance agreed
Decision rights and a way to settle disputes, written while everyone still gets on.
Knowledge moves too
A real timeline for the relationships and know-how, not just the shares.
Succession Planning
Let's talk about succession planning.
Moving ownership and leadership to family or management: valuation, funding, tax structure, governance, and the handover of capability that decides whether it works.