We have worked through the maze of succession planning with countless business owners and families.
As a team, our skill set is wide enough to cover areas that commonly form a part of succession planning.
The tricky people stuff:
- Awareness of emotional needs of and challenges for the key stakeholders
- Managing stakeholder expectations and communication between parties
- Balancing various stakeholder needs
As well as the technical stuff:
- Corporate structures
- Superannuation and retirement planning
- Capital gains tax (and stamp duty)
- Tax management
- Business valuation and sale