Family Enterprise Succession

Behind the success of every small business, there is a family.


Succession and transition are challenging for family enterprises and privately owned businesses. There are complex considerations to address, in terms of business, staff, personal and family needs. Once you set your ambitions and ‘targets’ we can assist you to achieve the desired outcomes for your exit and succession. We will work for hand in hand with you and your family as business managers, owners and family members to develop strategies that will facilitate the achievement of your goal. We are qualified family business advisors who take a holistic approach to plan support for you.

When you consider handing over the reins, we advise and support succession strategies for business owners. The guidance that considers both short and long term business value growth will have a substantial impact on your own wealth.