Advisory detail
Full Succession Engagement
A structured advisory engagement that maps ownership, leadership, and handover timing for established private firms preparing for the next generation or an external transfer.
Who this engagement serves
Owners and boards of established private firms who need a clear path for ownership and leadership succession without disrupting day-to-day trading.
What you leave with
A written succession plan covering ownership transfer options, leadership readiness, timeline milestones, and roles for family members or incoming managers.
Included
- Ownership and voting-structure mapping
- Leadership capability and readiness review
- Family or shareholder alignment sessions
- Draft succession plan and decision register
- Handover calendar with contingency notes
Outside this engagement
- Legal drafting of share sale agreements
- Tax filing or financial advice products
- Ongoing operational management of the firm
How the work unfolds
- Discovery interviews with owners and key managers
- Structure and readiness assessment
- Option workshops and alignment meetings
- Plan drafting and review cycles
- Handover briefing with nominated successors
Preparation
Prepare recent organisational charts, shareholder agreements (if any), and a short note on preferred timing and non-negotiables.
Constraints
Engagements require access to decision-makers; we do not proceed on documents alone.
Next step
Request a scoping conversation through the contact form.