Succession
Typical Situations Where We Can Assist
bullet owners with known health problems
bullet owners or their family/business partners with health concerns
bullet owners age 60+
bullet owners tired of “more of the same”
bullet next generation age 30+ working in the business
bullet businesses where one, two or three generations are involved
bullet partners in older generation (‘Active’ employed/’Passive’ who see the Business as part of their inheritance)
bullet businesses with active and passive family members/business
         partners in younger generation
bullet businesses where older generation having difficulty with younger generation (‘Active’/’Passive’ as above)
bullet owners who want to exit their business now or later
bullet owners with spouse who wants them to retire
bullet businesses where conflict known to exist
bullet businesses where conflict could arise
bullet businesses under-performing for value of assets involved
bullet businesses where external capital required
bullet irrespective of generation, businesses where spouses
         dissatisfied with husband/wife:
            -   recognition in business
          -   satisfaction from their employment
          -   remuneration
bullet business owners who have retired but:
          -   remain on payroll
          -   won’t or cannot transfer ownership
          -   continue to own business assets
          -   all business widows
bullet  business owners who use:
          -   discretionary trusts
          -   testamentary trusts
bullet businesses where appropriate Policies on “Human Issues” not in place
bullet businesses where management standards/reporting systems inadequate
bullet owners wanting to build their business to maximise goodwill
bullet owners wanting to build their business to maximise selling price
bullet owners wanting to sell
bullet owners wanting to discuss an MBO
bullet owners considering going public
bullet younger generation not happy with:
          -   position in the business
          -   older generation Management
          -   where the business is going

If one or more of these situations exist in your business, please click on Contact Us to arrange  a no cost, obligation free meeting with an Advisor.