Understanding your position
When your organisation needs to establish its current position, risks and priorities in this area.
Explore this NEXOS PSS service
Family succession
We support business-owning families in structuring objectives, roles, ownership and governance across generations.
Send an enquiryWhen to use this service
Change or an important deadline
When a decision, obligation, transaction or change requiring coordinated action is approaching.
An actionable outcome
When you need agreed deliverables to inform further decisions or implementation.
Scope of support
Understanding the objectives of the family, owners and successors
Assessing legal, tax and organisational options
Agreeing ownership, management and communication principles
Preparing a staged succession plan and safeguards
The process, step by step
We identify the circumstances, business objective, intended users of the outcome and key constraints.
We agree the scope, required data, responsibilities and review points.
We carry out analysis or implementation work and communicate significant findings.
We hand over the agreed deliverables and discuss findings and possible next steps.
What you receive
A map of succession options
An ownership and responsibility transfer plan
Proposed family and business governance arrangements
Fees
How we determine our fees
Our fees are agreed individually, taking account of the scope, scale, complexity and expected delivery date of the services. Fees may be charged on an hourly, fixed-fee or combined fixed-fee and hourly basis. Please contact us for detailed information about fees for the services provided by our team of specialists.
Get in touch
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.