Succession Planning

We understand the importance for businesses owners to have a strategy for their exit from their business.

We work along side business owners in developing a strategy for exit and then implementing a plan that will enable them to exit from their business and maximizing its value, while still ensuring the future growth and profitability of the business for the future owners.

Our staff will review your current position and will assist you in understanding the advantages and disadvantages of passing the business onto a family member, senior management or selling to a third party.

Once a secession strategy had been decided we will assist you in implementing a plan for succession including focusing on the following areas:

• Assessing areas of risk in the business that could effect exit value
• Financing issues
• Valuation of Business
• Restructuring of business structure
• Identify Taxation Issues on restructure
• Assist your legal advisor with required documentation

Let us help you plan your successful business exit, please contact Carole Pedder at carolep@wt.co.nz or 09 376 8860.