The Number One Reason Owners Miss the Outcome They Want Is Starting Too Late.

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If your retirement, lifestyle or legacy depends on your business, succession cannot be left until you are “ready.”

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The firms that transition well start early, with a clear valuation, a structured plan, and time to maximise value before equity changes hands.

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When planning begins two to three years ahead, you have options. When it begins twelve months out, you have pressure.

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This guide shows you how to get ahead of it.

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Inside: 

• Why starting succession early changes your outcome 

• How to understand what your business is really worth and why 

• What drives value in your firm and what quietly erodes it 

• How to structure a financially viable buy in 

• The six step framework for internal equity transfer 

• Common pitfalls that derail otherwise good intentions 

 

Internal succession is not just about who takes over. It is about maximising the value of your firm, giving successors a fair and affordable pathway, protecting client continuity, and enabling you to leave on your terms rather than because circumstances forced your hand.