Succession planning

Succession planning – valuation, tax, inheritance and effective planning

We have a deep understanding of succession planning, and we know that the key to a successful handover is effective planning.

During a typical consultation process, we draw up a structured handover plan that describes the process and considers the intended structure. This includes making decisions on valuation, assets, tax and inheritance, in cooperation with the company’s accountant and financial partners.

We have the right specialist knowledge – the cornerstone of a successful business succession. We consider what is best for the family, the company and the assets, and we follow the handover through to completion.