Succession Planning

Succession Planning

Because planning well for the future is a must.

If you’re a business owner, you need to have in place an exit plan. It’s that simple.

Without a strategy in place, your future, assets and legacy are all at risk.

Is it your plan to slowly step away from the business, or is it to sell? Do you know how much it’s worth in the current climate? This process can be a complex and stressful transition without the right guidance and advice.

What services do you we cover under succession planning

  • Helping to set personal plans for the future
  • planning and timetabling the succession process
  • aiming to preserve your personal wealth
  • short-term strategies for improving business valuation
  • ensuring the business can function without you
  • managing the operational and financial needs of the business
  • managing the personal and financial needs of your family
  • retirement tax planning
  • preparing exit strategies 

Want to ensure that you are prepared for the future?

fall in love with our SERVICE offerings

VAT Return Services

Real time stats

We can provide the software and bookkeeping to ensure that we are able to provide real time stats to aid effective decision making. This can include regular management accounts, Key performance reporting, cashflow reporting and risk management.

VAT Return Services

Compliance - we got it sorted

Compliance is a statutory requirement and therefore very important to get it right. Once you are a client, rest assured we take care of your compliance arrangements.

Amazingly Responsive

Whether you wish to discuss any area of your business, give us a call and one of our qualified accountants will deal with the issue or provide the advice you need to move forward.

Cloud accounting

We are cloud accounting experts and will set up your accounting system, provide adequate training and implement other tech solutions for your business/sector to ensure you reduce the time spent previously on keeping your books.

Community builder

We like to think of our clients as a network and will regularly introduce clients who may be helpful to others for mutual benefit.

Bespoke offerings

We are able to provide a bespoke service to each client dependant on their needs. From full bookkeeping services, to managed service levels to a fully outsourced finance function. We can help you.

Not happy with your Current Accountant?

The main reasons people give for switching accountants is:

  • poor client service
  • they don’t listen
  • they use too much jargon
  • information is not understood?

Switching is easy, contact us to discuss further.