Succession Planning & Restructuring

Succession planning is a key issue for businesses of all sizes. Identifying in-house talent to train into a future management team can be problematic. A high level of responsibility and commitment is required in order to run a business and few staff may have the appetite for this. Recruiting management from outside, on the other hand, can bring with it issues relating to resistance to change and work culture.

Through detailed discussions we enable business owners to identify their personal goals and objectives. By implementing a clearly defined, sustainable plan we can determine the manner of your exit or restructure, so that it meets your personal needs, ensuring the company you worked hard to develop can proceed with certainty, focus and direction.

We can help

Retain and motivate existing talent by setting up reward structures, including employee share plans, share options and bonus schemes for potential members of a future management team.

  • Review the options of cash or share payments, immediate or deferred payments and the different types of earn-outs available.
  • Using our skill and judgement to provide a valuation for your business that is suitable for both your needs and HMRC for capital taxes and stamp duty purposes.
  • Provide budgets and forecasts that withstand detailed investigation and can be used to market a sale.
  • Introduce prospective purchasers, using our professional contacts, to facilitate a sale at the best market price available.

Contact us to discuss the opportunities and different paths that you can take when exiting or restructuring your business.