Is succession advice only about selling the company?

No. Succession can involve a family transfer, a management-led solution, an external sale or a staged combination. We compare the routes against the owner's objectives, successor readiness and the needs of the business.

Can leadership and ownership be transferred at different times?

Yes. An owner may remain a shareholder while handing over management, or transfer ownership gradually. The commercial, governance, legal and tax implications need to be considered together with the relevant advisers.

What if no successor has been identified?

We can first assess the available routes and define the criteria for a suitable successor or buyer. This also identifies what the company needs to prepare before approaching potential counterparties.

Do you provide inheritance, legal or tax advice?

No. We support strategic, financial and organisational decision-making. Inheritance arrangements, transfer agreements, tax planning and other specialist matters require appropriately qualified legal and tax advisers.

How early should succession planning begin?

Early enough to evaluate options and address management or owner dependencies without unnecessary time pressure. There is no universal timetable: the owner's objectives, business readiness, successor availability and chosen structure determine the preparation required.

M&A Advisory

Succession Advisory

Clarify priorities. Compare options. Prepare a workable handover.

A succession solution that considers ownership and the business

M&A Advisory

Business succession combines financial, operational and personal decisions. Owners need to consider who can lead the company, who should hold the shares, how the transition can be financed and what role they want to retain. These questions are related, but they do not always require the same answer.

We help owners evaluate family succession, management-led solutions and an external sale without treating one route as the default. We structure the decision, identify preparation needs and support an agreed transition process. Family arrangements, tax planning and binding legal structures require the relevant specialist advisers.

Our Succession Expertise

We begin with the owner's goals for timing, income, continuity and future involvement. We identify relevant stakeholders and separate questions of ownership from day-to-day leadership. This creates a structured basis for discussing options and possible conflicts, without assuming that a family transfer, management solution or external sale will automatically meet every objective.

A workable succession plan makes clear who owns, who leads and how responsibility will move from one to the other.

Related Services

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Sell-Side Advisory

Business sale advice: positioning, buyer targeting, valuation, due diligence preparation and coordination, and commercial negotiation support.

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Buy-Side Advisory

Acquisition criteria, target screening, valuation and commercial decision support from initial approach through transaction preparation.

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M&A Strategy & Integration

Acquisition strategy, buy-and-build priorities and integration planning that connect the transaction rationale with operational execution.

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Next Step

Start your succession planning with a clear view.

Discuss your priorities and possible routes in confidence, even if a handover is still several years away.

FAQ

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Succession Advisory

A succession solution that considers ownership and the business

Our Succession Expertise

Owner objectives & succession priorities

Sell-Side Advisory

Buy-Side Advisory

M&A Strategy & Integration

Start your succession planning with a clear view.

Your Questions on Succession Advisory