Succession Planning - Cementing Your Legacy

Having a succession plan is crucial to securing a lasting legacy and preparing future generations whilst ensuring your customers, employees and suppliers are left with a greater sense of security. Our checklist highlights the key areas to consider in order to facilitate an effective transition of management or ownership.

Effective Succession Planning For Your Business

Recent research indicates a large number of SMEs don’t survive into a second or third generation. 

Implementing a successful succession plan as soon as possible is key to minimising risk and ensuring your business thrives for generations to come. 

Have You Outgrown Your Accountant?

Being a business owner can be lonely and challenging. Having an accountant that can act as a sounding board and is there when you need solid business advice is priceless. Not all accountants are created equal. It’s tempting to think that all accountants are the same, but ask yourself this; what kind of service are you getting? Extra advice and service is what separates a good accountant from a great one.

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