Your family may take over.
A son, a daughter or a relative may succeed you. We keep the handover on track; the family stays a family.
Book a free call- The leadTo whoever runs it next.
- The sharesBy gift, sale or inheritance.
Two handovers, two dates.
The lead and the shares do not have to pass together. Each can go at its own pace.
Handover plan
Example, fictitious company- Year 1
- Year 2
- Year 3
- Year 4
- Year 5
- Year 6
The lead
Beside you first, then in charge by the end of year 3.
The shares
Agreed with the other heirs, then passed by the end of year 6.
Two dates. The successor grows into the lead, and the other heirs have time to agree on the shares.
One seat, one decision.
Everyone knows what is theirs to decide. We keep the order, and decide nothing.
You
Who takes over, and when. Your role afterwards.
Your successor
Whether to take it on, and on what terms.
Keeps both handovers on track. Decides nothing.
The other heirs
Their say on the shares.
Your advisors
The figures, the contracts, the deed.
Sunday lunch stays Sunday lunch.
The hard questions get asked, one by one, away from the family table.
What we do first.
In this order, before anything is signed.
We look first.
A diagnosis measured against a family handover, and what must be ready before it.
Two dates, one plan.
The lead and the shares, each on its own date, in one plan you approve.
Each advisor, in turn.
Fiduciary, lawyer and notary each do their part, in sequence.