Increase productivity and maximise employee retention: an innovative way to gain productivity and retention benefits is to invite employees to invest in your business through a share plan.
Our Succession Planning Services are about getting three things right at the same time – the business, the owners and the finances – business and family – to ensure the best possible exit outcomes for all stakeholders.
We ensure a business is ready for a handover (sale, growth or succession) - risk managed, assets protected, policy and procedures in place, corporate governance is well managed and documented, the management team is locked in & well incentivised and sales & marketing is an automated machine to drive growth.
We ensure that the finances are all sorted - personal debt is paid off, assets are protected, the business is not reliant on owners’ personal assets to secure funding, the business has a sustainable profit model and reporting framework.
We work with the business owners so they well prepared for the next step - retirement, the next business, transitioning to family ownership and a board role.