Description
What will we do for you?
Succession planning is one of the most complex and emotionally challenging processes in business. This is why most small businesses avoid it now only to pay a price later. We will assist you in understanding the process, address the common challenges, discuss your succession goals and consider the consequences on you and your loved ones.
How will we do this?
This is a multi-disciplinary process that will comprise advice from our financial planner, accountant, lawyer, corporate strategist, and business valuer. They will collaborate in interviewing you and your family to determine the best strategy for such things like- how to disaster proof your business, identify a replacement leader, implement a structure for training & development and maintain brand identity.
What is your investment?
Between $5,500 and $12,100 with $3,630 upfront depending on how much research we have to do, your contribution and the complexity of the task.
- 30% when you give us the green light.
- The balance when the work is completed and delivered.
