Succession Planning

The headache for many business owners

Your exit could be a sale, wind down or just reducing day to day involvement. But whatever route, it is not something to be taken lightly, and won’t be achieved in 3 months!

After advising lots of small to medium sized (mainly) family businesses over the years, this has enabled us to see, experience and understand the many options and challenges that each one provides.

We relish the discussions, the difficult emotions and the journey of helping successful owners plan and achieve their ultimate lifestyle decision. This can be as simple as how to deal with the proceeds of a sale/buy-out in the most tax efficient and investment savvy manner, to starting to look at the various options and challenges available to plan your exit.

Our wide experience, allows us to adopt a collegiate (many heads, bring better ideas!) approach to helping you find the route best suited to you, your business, its people and your family. It generally takes quite a long time and that’s why our relationship based service is ideal to help keep you on track but also adapt to the inevitable changes that will occur along the way.

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From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!