Evolving a Business Across the Generations

It is often said that family wealth only lasts for three generations – unsurprising, seeing as many family business owners do not put the necessary steps in place during their lifetime, to secure the longevity and legacy of a business. To ensure that this does not happen, a well thought out succession plan is essential.

Our partner understands the particular issues which can arise when addressing the succession of a family business – and can help to make sure that wealth is successfully maintained, so that the business does not fall into the same traps as others.

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An Overview of Business Succession

Many business owners only start to think about succession when forced to by external factors and events, such as ill health. However, early preparation in developing an exit strategy is vital to creating optimal value and protecting the business owner’s investment.

How It Works

Our specialist team works closely with each business owner to formulate and deliver a bespoke plan, which encompasses both personal and business objectives. As well as addressing the owner’s individual needs, the resulting plan ensures the successful transfer of the leadership and management of the business from one generation to the next – and optimises the outcome for the owner within the desired time frame.

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services