Succession & Exit
Succession Planning & Exit Strategy
Structure the exit years before you need it — that is when the money is made.
Succession planning is not retirement planning. It is the deliberate engineering of a business into something transferable — to a buyer, a family member, or a management team. The work starts years before the event, not months.
We build succession roadmaps that address value, structure, tax, governance, and the human dynamics that derail most transitions. Graham's experience across institutional and family business contexts means the advice accounts for what actually happens — not just what should happen on paper.
Every succession engagement includes a current-state valuation, a structural review, a tax-impact analysis, and a staged implementation timeline. No templates. No generic checklists.
What we deliver
- Succession readiness assessments and gap analysis
- Business sale preparation (vendor due diligence)
- Family transition planning with governance frameworks
- Management buyout structuring
- Tax-efficient exit structuring (CGT concessions, rollovers)
- Staged transition timelines with milestone checkpoints
- Key person and key client dependency analysis
- Post-transition support and handover management
Who this is for
- Business owners within 1-7 years of planned exit
- Family businesses navigating generational transition
- Partners looking to restructure or separate
- Founders preparing a business for sale to maximise value
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