Managing director Dublin +353 1 495 9553
Leadership transitions can be problematic, laden with emotion and potential conflict in most organisations.
Many successful leaders leave succession planning too late. It is vitally important to start succession planning early. The search for a new leader for your business should not begin when you are planning to sell up or retire.
Our succession planning team brings together expertise in business advisory, tax planning and finance to deliver a sound and successful transition to support you in planning, and delivering on, your objectives.
Transition to the next generation
Approximately one in three family businesses successfully make the transition to the next generation. Alternatives like professionalisation of the management team or business exit also need to be considered.
Balance of financial returns
The returns required by a retiring generation need to be balanced with the expectation, interests and vision of the next generation of owners.
Disputes between siblings and wider interested family members are common. Divorce, death and intra family dynamics can be problematic. A clear understanding and agreed involvement in the business by family members is better than assumptions.
Legacy and inheritance
Taxes, wills and trust structures all require detailed planning and understanding to ensure wealth and control is preserved and passed in a controlled tax efficient way.
Every family business has different needs and our team tailors its approach to your unique circumstances and requirements.
Dedicated succession services team
Uniquely we have the capability to deliver on all aspects of your plan through one service provider. From advice to implementation and from tax planning to pension provision we can support the journey for you and your family
We’re here to help you
We are here to help and share our experience and insight with you.