asset protection

Succession Planning

As accountants, we like our clients to think ahead… even on a 3 to 10-year timeframe. A major part of this is Succession Planning. Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.

due diligence

Management Buyout

Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.

business sale or succession

Is Selling Your Business the Next Best Step

It's a question many of us will be facing. Perhaps not now, or in the near future. But the opportunity to sell your business may come along, either planned or by chance. Whatever the circumstance, you should be ready. The sale process can be intense and happen quickly so make sure you do it right, cover your bases and prepare for a successful exit. It's never too early to start.

business sale or succession

Readying for business sale

What steps do you need to take to get your business ready for sale? Business owners might not be thinking about selling right now, but a future sale should always be part of your strategic planning.

business sale or succession

Planning for your future business success(ion)

Succession planning acknowledges that your team members will not be with a business indefinitely. It provides a plan and process for addressing the changes that will occur when they leave.