Business & succession
The transition is operational before it is legal
Preparing the transition — operationally first, legally second — while there is time to do it properly.
The problem
A will decides who inherits the business. It does not decide whether the business survives the transition — whether the customers stay, the management layer exists, and the next generation is prepared and willing.
Our approach
We start with four questions: who decides if you are unavailable from tomorrow; which relationships belong to the business rather than to you personally; whether the next generation is interested and capable; and what the business is worth to someone who is not you.
The legal instruments implement the answers. Drafting them first produces documents describing a transition nobody has thought through.
What we help with
- Documenting what currently lives in one person’s head
- Building a management layer that does not depend on the owner
- Transferring relationships from personal to institutional
- Preparing and testing the next generation’s involvement
- Valuation expectations grounded in what a buyer would pay
Who this is for
- Owners within ten years of stepping back
- Family businesses approaching a generational handover
- Partnerships without a documented exit mechanism
How it works
- 01
Assess
What depends on you personally, and what would happen tomorrow.
- 02
Document
Processes, relationships and decisions, written down.
- 03
Develop
The people who will hold it next, prepared deliberately.
- 04
Formalise
Agreements and instruments drafted once the plan is agreed.
What changes as a result
A business that can change hands
Rather than one that only functions with you in it.
A transition, not a distress sale
Planned early, at a value that reflects the business.
Schedule a confidential consultation
Forty-five minutes, no obligation, and no charge. If we are not the right firm for what you need, we will say so and point you somewhere better.
Anything you share is held in confidence. We ask only for what we need to prepare for the conversation — never account numbers or login details.