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Succession and Transition Plan

An effective Succession and Transition Plan is imperative to ensuring the maximum value of a business can be obtained at the time of exit.

The design, development and implementation of the Succession and Transition Plan is a facilitated process through which we take business owners, to establish the optimal succession and transition strategy with specific reference to the business owners unique set of circumstances, needs and requirements.

We assist in:

  • Evaluating your succession options;
  • Developing the preferred succession plan; and
  • Designing and developing a customised transition option.

It is never too early to design your Succession and Transition Plan.

We advocate advanced planning and looking to have your Succession and Transition Plan in place at least three years before your desired transition/exit point.

The majority of business owners do not have their business “sale ready” and this will adversely impact on the sales value of the business.

START YOUR EARN-OUT NOW.
GET THE RUFUS PARTNERSHIP TO DESIGN YOUR UNIQUE SUCCESSION AND TRANSITION PLAN.

Call Us 1300 995 981