Succession Planning
The current statistics on SMEs and succession planning are of great concern:

• A number of business will be exited every year over the next 5 years

• The majority of business owners are over 50

• With the bulk of these planning to retire in the next 5 years

• Few have a formal succession plan

It is critical to establish a well-designed business plan.  We help you to address the complex issues of business continuation, taking the stress off your business.


Risk Management
A risk management analysis will:

• Identify the various risks to what you are exposed that could lead to financial loss

• Summarise your wants, needs and objectives should any of the identified risks actually occur

• Assess your need of structured legal and insurance protections

• Evaluate your current insurance protections and assess their ability to protect against financial loss

• Produce an easy to read personal report detailing the findings and itemising any recommendations

Using resources available we will facilitate this process in complete confidence and oversee the implementation of any solutions you selected.