Preserving your business legacy
Why Choose our Succession Planning Service?
Our Succession Planning process entails clarifying your vision for the future and devising actionable steps to transform that vision into reality. We take into account your business goals, as well as your personal and familial expectations.
Who Should Have a Succession Planning Session?
Our Succession Planning service includes a half-day one-on-one session with our seasoned team. During this session, we’ll work closely with you to set your goals and objectives for your future business exit. Before the session, you can complete pre-work to identify any pressing issues and align your thoughts with the session’s goals. During the session, we’ll create a concise Succession Plan tailored to your unique needs and aspirations.
Throughout the process, we will help you:
- Establishing your desired outcomes from the business exit.
- Clarifying your succession options.
- Identifying key stakeholders and individuals involved in the process.
- Setting a timeline and key milestones for your Succession Plan.
- Considering various personal, financial, legal, and taxation aspects that require attention.
- Developing actionable strategies for effectively realising your objectives.
When Should I Have a Session?
Benefits of a Succession Planning Session
Engaging in our Succession Planning service delivers a multitude of valuable benefits, including:
- Dedicated time to assess your business and define your objectives.
- Fostering strategic discussions around potential scenarios.
- Fostering a shared vision among owners, team members, and successors.
- Identifying business challenges and opportunities.
- Access to an impartial sounding board for well-informed decision-making.
- Clarifying the succession process and formulating actionable steps to maximise outcomes.
- Prioritising critical goals and milestones.
- Enhanced ability to make effective strategic decisions.
- Crafting a communication tool to engage family and key stakeholders in the Succession Plan.
- Receiving accountability support to remain on course in achieving your goals.
- Access to our collective wisdom, systems, products, and services.
Take Action Today
+MORE secures your business legacy and ensures a smooth transition for your success. Contact us today to explore how our Succession Planning service can safeguard your business’s future.