Exploration
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Our expert advisors will guide you through the different options available to you and how each option aligns with your goals. This stage is valuable if you are looking for information to get you going with your succession plan. We find this is a good place for people to start, and then they can decide how they want to proceed.
Discovery
This service is where we analyse in detail strategies and actions you can take for your ideal option identified that best matches with your goals. At the end of this stage you will have further insight and information, together with a written transition plan to follow.
Implementation
We have an implementation service where we can assist with specific services or assist you with implementing your plan. We have designed this service to match your needs, timing and budget. Sometimes owner simply want to know what their business is worth, others want us to assist with facilitating their exit. We have a broad range of specialists depending on what you need. These include qualified accountants, lawyers, financial advisors, HR consultants, productivity specialists, IT consultants ready to help.