Succession planning and estate planning

Business people, whether primary producers, manufacturers, retailers or others, must all consider the succession planning and estate planning of their business.

The impact of a poorly planned succession can be substantial in terms of taxation, administrative costs, relationships and stress, so it is essential to plan for the future handover of your business.Those SME owners who opt for a well-planned succession enjoy greater benefits, both financial and personal.

Our succession planning consultants help SME owners plan and execute the smooth succession of their business, whether it be to new owners, the next family generation or upon their death or incapacity.
As required, we draw on the advice of solicitors for legal issues.