Business Structuring and Succession Planning

Business Structuring

A good business structure should be fit-for-purpose and long term focused.

We help you to critically review your structure and re-design it to align with your requirements. The benefits of a well-designed business structure include tax efficiency, operational flexibility, cost reduction, simplified succession planning, asset protection and risk mitigation.  

Succession Planning

Succession is the process of exiting your business. There are many factors to consider when planning for succession such as:

  • When is the right time to exit?

  • How should you exit?

  • What can you do now to maximise the value of the business upon exit?

  • What are the potential tax issues upon exit?

  • How will any family issues be managed?

We can help you to develop a strategic succession plan several years before your planned exit. This plan will help you to implement the right systems, processes and structures to ensure a successful succession and to maximise your wealth upon exit from the business.

ServicesUpShift Web