Succession Planning

Succession Planning is a complex process that requires adequate preparation, a clear set of objectives and an executable plan. As Succession Planning involves tax, legal and accounting issues we often work in parallel with and are complementary to your trusted advisors in these important areas. The scope of any Succession Plan Assessment is dependent on the client's scale of operations and its assessment objectives, but typically would include the following:

  • Review and assess operations, capital structure, business model, organizational infrastructure
  • A professional valuation prepared by our Strategic Partner, Valuation Support Partners Limited
  • Assess preparedness for future growth and need for financing
  • Identify significant strengths and weaknesses, including impediments to future financings and strategic transactions
  • Provide groundwork for the development of long-term financing and exit strategies

Based on the objectives and priorities established from the Succession Plan Assessment, specific strategic and financial programs can be initiated to better position the business for the desired future strategic and financing events. We can assist you in designing and implementing the appropriate programs to achieve your desired results.