We know your business is important to you. We are here to guide you to achieve your vision for it – whether your next step is to expand the business, sell it or choose your successor from within the family.
Your Wealth Partner, together with our wealth planners will be your sparring partners, helping you to plan ahead and be prepared. In general, there are four key actions for you to take:
- Set up a business plan
- Do a valuation
- Ensure you have and retain key employees
- Reflect over and optimise your value chain