Details.
A succession engagement covering current-state valuation, structural review, tax-impact analysis and a staged implementation timeline. Services include succession readiness assessments and gap analysis, business sale preparation and vendor due diligence, family transition planning with governance frameworks, management buyout structuring, tax-efficient exit structuring including CGT concessions and rollovers, staged transition timelines with milestone checkpoints, key person and key client dependency analysis, and post-transition support and handover management. Suits business owners within 1 to 7 years of a planned exit, family businesses navigating generational transition, partners restructuring or separating, and founders preparing a business for sale.