Handing over a business is the transaction most owners care about most — and plan for least.

Whether the next owners are family, management or an external party, succession is a transaction with all the complexity of a sale plus the weight of relationships.

We advise on

Transition design

Who takes over, in what stages, over what period — and how ownership, control and reward are separated and sequenced.

Funding the transition

How incoming owners pay, and how outgoing owners are paid, in structures that are realistic for the business's cash flows.

Family and partnership dynamics

Facilitating the conversations that families and partners need to have early, while options are still open.

Coordination with estate and tax advice

Working with your lawyers and accountants so the commercial plan, the legal structure and the estate plan all say the same thing.

Well suited to

Family businesses approaching generational change; professional practices and partnerships; founders planning a staged step-back.

Start a conversation.

The first conversation is confidential, without obligation, and usually the most valuable hour of the process.

All services

→

Schedule a consultation

→