Succession Planning

For all business owners it is important to address structural and continuity issues affecting your business’ future. Key to any succession plan is the establishment and careful management of shareholders’ aspirations and this forms the cornerstone of our succession planning service. It is essential to understand exactly what all parties wish to achieve from the process and to fully explore the options available.

Taking into consideration the company's circumstances, the specific requirements of the individual shareholders and the interests of both management and staff, we will assess each option and then recommend the best possible succession strategy, including timing and grooming, with a view to maximising shareholder value.

Our succession planning product, STEP, offers a carefully tailored review of the various options available to shareholders including refinancing, management buy-outs and buy-ins, a total or partial trade sale or even a targeted acquisition trail to increase overall value for stakeholders.

Publications of Interest

Click here to view our STEP document.

Click to view our 'Survey of Welsh Company Exits 1999 - 2009' document.

If you would like to discuss a potential disposal or to arrange a confidential meeting email or call Frank Holmes, Adrian Jones or Tanya Wilson:

Frank Holmes – Partner
Email Frank or call +44 (0) 29 20 475 500 or +44 (0)776 825 5194

Adrian Jones – Partner
Email Adrian or call +44 (0)121 262 4062 or +44 (0)789 990 5614

Tanya Wilson – Senior Manager
Email Tanya or call +44 (0) 29 20 475 500 or +44 (0)789 463 7461