Succession and transition
We start with you and your family
The process of business ownership change can be difficult and emotional. Without a structured process and expert guidance, it can be difficult to know where to start.
We start by understanding all the key people involved. By taking a people-first approach, we can ensure we have a shared, and deep understanding of your stakeholders' motivations, values, and objectives.
We can then guide you through a structured process to form a clear plan of action, with consideration five key pillars:
Based on these pillars, the team at PKF will work with you to guide you through the process of transitioning wealth and business ownership.
We will help you develop important plans for your future, including a business plan, succession plan, retirement plan, and an estate plan, all designed to ensure a smooth and equitable transition of assets and ownership, while preserving your legacy.
And we can help you to successfully execute these plans, providing ongoing support and guidance throughout the process.
Let's chart a clear path forward
A successful wealth transition plan starts with a clear roadmap. That’s why we work with our clients to develop a comprehensive plan that addresses each unique situation.
Our approach to wealth transition and succession planning starts with a deep understanding of the individuals involved. The PKF team takes the time to assess the strengths and weaknesses of different personalities and conduct a behavioural assessment using specialised tools to gain a comprehensive understanding of the people first.
This approach sets us apart from others, allowing us to effectively manage the succession planning process, before moving onto the development of legal and financial structures based on the family’s specific goals and risk tolerance.
Our team of advisors will work closely with you to identify and address potential challenges and provide ongoing support throughout the implementation process.
With PKF, you can rest assured that your legacy is in good hands.