Services

“Succession is similar to a journey or a trip. We have a basic idea of where we want to go or end up but are vague about how to start.”

Much like a travel consultant, John, in consultation with clients, develops a figurative personalised ‘travel guide’ which identifies succession pathways for key stakeholders to consider and support them in their journey towards retirement.
  • Meet with you at a location and at a time that suits you
  • Determine the current circumstances and dynamics including assets, loans and the wishes of each person involved.
  • Assess the viability and sustainability of the enterprise currently and moving forward.
  • Assist and liaise on your behalf to determine Government Benefits
  • Assist with discussions involving finance, accountant or lawyers as needed.
  • Facilitate with meetings for all stakeholders involved, especially with sensitive matters regarding income requirements.
  • Provide support for all members to voice wishes and concerns in a confidential environment.