We have a highly structured professional process developed and refined over time to ensure every detail of your succession is considered. Everything is actioned methodically and systematically with professional care.
End to End
We manage your succession from start to finish, from the early stages of understanding your business and your objectives to reviewing your transaction agreements; we apply our specialist knowledge, skill, and expertise to every step of your succession.
During our engagement, we go to great lengths to understand all facets of your business and what sets you apart in the marketplace. Only by comprehensively reviewing your business can we adequately present your business through our market-leading Information Memorandum.
It is important we understand who the key people in your business are, who are the current leaders and who are your future leaders. It is especially important we understand which team members will be brought into confidence during your succession process.
Your advisor will be Colin Simkin, a succession specialist for accountants and advisors. Has over 30 years of experience working with multi-partner firms to sole practitioners. As a succession specialist, he leads the market in helping practitioners navigate their way through their succession journey whilst achieving above-market outcomes.
Our commitment, our focus, our attention is all about, and only about, your success. We do what we do so that you can concentrate on your business without distraction. We are accessible and responsive to all your succession requirements.
Through our exceptional service and commitment to our clients, we have consistently achieved above-market outcomes for our clients. From city firms to metropolitan firms to regional firms, we have continuously delivered outstanding outcomes for our clients.
We pride ourselves on delivering clear, consistent communication. We will phone you; we will text you; we will email you. You will know exactly what is going, where we are up to, and the next steps during every stage of your succession process.
As an industry specialist, we have an extensive network of accountants and advisors and a long list of genuine buyers who are highly interested in reviewing quality businesses, who have funding in place and ready to act.
Our clients are consistently delighted by our approach, our service, our commitment and ultimately the outcomes achieved. Take the time to review our client testimonials and feedback. We look forward to delighting you through your succession journey.