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Succession and family foundations
We help plan ownership and management transitions, taking account of business continuity, asset value and relationships between those involved.
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Find the service you need
Explore the scope of work and deliverables we can prepare for your organisation.
When to start a conversation
An owner plans to reduce their operational role
The family is considering options for transferring the business
Key managers are to participate in the transition
Decisions and timetables need to be organised
The process, step by step
We identify the circumstances and objective.
We agree the scope, data and responsibilities.
We carry out the work and discuss significant findings.
We hand over the deliverables and outline possible next steps.
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Let us discuss exactly what you need
Tell us about your situation, objectives and deadlines. We will identify the right team and contact you to discuss how we can work together.