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Your business - Sale or Succession?

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staff 3 min read

May 12, 2021 | Blog

Budget changes to Employee Share Ownership Plans – Good, Better, Best

Changes to the Employee Share Scheme rules announced overnight were specifically designed to “make it easier to offer Employee Share Schemes to provide more...
ESOP Thumbnail 3 min read

Apr 7, 2021 | Blog

Not all Employee Share Schemes are created equal – Why the PPT really works.

An Employee Share Ownership Plan is essentially a trust deed, a set of plan rules, maybe an employee manual and an invitation or offer...
family succession 2 min read

Mar 5, 2021 | Blog

Family business succession is hard – because it’s family!

Family business succession is hard – harder than other privately owned business. Why? Because it’s family! Families are complicated, relationships are literally lifelong and deep,...
Employee compensation and employee retention strategy - Succession Plus 2 min read

Feb 22, 2021 | Blog

Ownership Mindset: The business model explained

Ownership Mindset is a business model for businesses who wish to engage employees and create a ‘culture of accountability, purpose and profit’. The model...
valuation 2 min read

Feb 10, 2021 | Blog

Explaining some key valuation terms

I often hear people talk about business valuation being more art than science and put simply that is absolute rubbish, done properly, business valuation...
Phantom Equity 2 min read

Jan 25, 2021 | Blog

Why Phantom Share Plans don’t work

Phantom Share Plans and replicator plans are designed to try to “replicate” the ownership of shares without actually granting ownership to employees – but they...
Employees discussing strategy at coffee table 2 min read

Jan 18, 2021 | Blog

Businesses with Employee Share Plans grow faster

There is a large volume of academic research which studies the effect an Employee Share Ownership Plan can have on employees, business performance and...
financial advisers - business valuations 2 min read

Jan 7, 2021 | Blog

Valuation for Financial Planners – not all revenue is created equal

I have seen multiple examples of business owners electing to walk away from their businesses and close the doors. This is the worst possible way...
newsletter 2 min read

Dec 17, 2020 | Blog

Only when the tide goes out, do you discover who’s been swimming naked

Only when the tide goes out, do you discover who’s been swimming naked. – Warren Buffett 2020 has certainly been an unusual year – but...
business advisory services - business adviser presenting to business - Succession Plus 2 min read

Dec 7, 2020 | Blog

Are Business Advisory Services a Worthwhile and Necessary Investment?

I often have clients ask me about the fees they should be paying to their accountant, their lawyer, their business coach etc (and most of...