Succession Planning

For a business owner approaching retirement or simply looking to move on, there are several issues that need to be addressed. These include:

  • Identifying a likely purchaser or successor
  • Creating the environment to enable the succession to proceed
  • Financial structure of the strategy
  • Implications and Risks
  • Outcomes

The team at Clifton Wealth have significant experience in identifying and solving these concerns.

Talk to our Succession Planning team today