Estate Planning and Business Succession

We have worked with many business owners to put in place the cornerstones for transferring their businesses once they reach retirement, or if selling off to extract value in the most efficient manner.

Estate Planning and Business Succession

Through careful planning and usage of generally available strategies and also through innovative, simple yet elusive ways to monetise one’s lifetime’s work.

Our transaction services team have worked with many business owners to negotiate and structure favourable business sale transactions through careful grooming of the business many years prior to such an event.

In certain cases a business may be nearing the end of its trajectory and a sale of transfer may not be possible. There are times when there is no transfer of a business, or indeed a sale of the business, at which point extraction of accumulated reserves in the most tax efficient form is the desired outcome.

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Our services

Made for your business

Starting out in business is tough but we help our clients build from the best foundation possible.

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Minimise the unexpected and build on the positives whilst keeping the objectives in sight. Our clients stay solid for the long term.

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Growing your business in a way that's practicable, sustainable and rewarding. Grow clever with our help.

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Corporate Social Responsibility. It's vital to think about how you give back.

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