Thinking about succession?
One of the great challenges in planning succession is identifying and then meeting the needs of multiple shareholders or business partners.
Partners can be at different points in their career, and have different financial or personal outcomes they are seeking.
These differences are occasionally a source of tension in Financial Planning Practices. In many instances, contrary to some views, the partners that remain after a partner exits carry most of the risk, for at times, a disproportionately smaller return.
Centurion provides a facilitated process that assists all owners to define their specific succession objectives and timeframes, reconcile these with the needs of other shareholders or partners and provide structural options that can be worked through to an implementable succession plan.
We can also introduce you to financing options to assist in your succession.
How we can help
A clear plan
We’ll help you define your specific succession objectives and timeframes, reconcile these with the needs of other shareholders or partners and provide structural options that can be worked through to an implementable succession plan.
Staged approach
Starting with ‘Discovery’ we step you through the process at a pace that suits you, so people don’t feel like they’re being rushed. Be ready for sale, safe in the knowledge you have committed partners & shareholders.
Connect you to experts
We’ll connect you to the right advice from lawyers, tax advisors and other professionals to ensure you’re covered.