In contrast to many traditional accounting and legal advisers we take a broader approach to planning the latter stages of your involvement in your business.

We call it precession planning. Our approach reflects the desire of the baby boomer generation to gain flexibility in their life but not at the expense of losing the stimulation and connectedness that comes from owning a business.

We invest a lot of time working with business owners to help them understand the three hats they typically wear (employee, shareholder and director). We also discuss how they can retain influence and involvement in their business without the day to day operational grind.

While a trade sale, MBO or family transfer of the business may be the eventual route taken our precession planning approach ensures that business owners maximise the miles left in their tank.

If you’re at the “where to now?” stage, please feel free to call us for a chat.

Check out our NZ Herald article on succession planning.