I want to plan to exit my business

Succession Planning


Creating your exit strategy.

For private, owner-managed, or family-owned businesses, a solid succession plan can drive the growth of the business and set the stage for retirement.

The operational demands of running a business can be all-consuming, but it’s vital that business leaders take the time needed to assess their organisations business risk and succession planning. It is after all usually their biggest asset.
A viable succession planning process may not only be critical to business continuity but has become an important part of business interruption preparation.

When you engage in succession planning, you’re not just focusing on the future, because it’s impossible to plan for the future without a deep understanding of the present. Leaders have to know the current reality of their businesses — how they operate, where the value lies, what their needs are, who their most vital customers are and why — in order to prepare for new leadership and new structures that can provide continuity in the ways that matter.

  • What is your exit/succession plan?
  • What time frames are you looking at?
  • What is the value today?
  • What value are you looking for?

Working without a succession plan can invite disruption, uncertainty, and conflict, and endangers future competitiveness. For companies that are family-owned or controlled, the issue of succession may also introduce emotional or personal issues and may widen the circle of stakeholders to include non-employee family members.

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Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.

You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.

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