Succession planning

Support for when it’s time to hand over the reins.

Whilst it can be tempting to just face the transition when it comes to handing over the reins, forward planning and embedding your next line of leaders into the business early is vital to ensuring any challenges are overcome and your team continue to flourish in the future. 

Our business advisors can work with you to create an effective succession plan to ensure the best results for both the business, your next generation of leaders and yourself.

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Make Succession Planning Simple

We can implement governance, risk, management and reporting systems that may have not been required under current leadership but can help streamline the transition and support the business’ success.

We will work closely with you to create a succession plan that ensures the satisfaction, security and peace of mind of your entire family.

How we can help

Our hands-on approach to supporting you through what can otherwise be a challenging time will ensure your succession plan runs as smoothly as possible.

We have helped businesses with a range of succession planning needs, including:

  • Selling the business
  • Creating an effective inter-generational succession plan
  • An employee or management buyout
  • A structured realisation of assets
  • A public listing

Business Advisory Experts On:

Financial reporting

Financial Reporting

End-to-end financial reporting services including payment, receivables, payroll and management accounts. We collaborate with your team to provide high-quality, comprehensive and easy to consume reporting.

Succession planning

Succession planning

Support for when it’s time to hand over the reins. We help you create an effective succession plan to ensure the best results for both the business and your next generation of leaders.

Advisory board

Advisory board

The secret growth weapon in any business’ arsenal. We have access to a diverse range of industry experts and can set up an advisory board with a meeting framework in place that is tailored to your business goals.

Financial reporting

Budgeting and cashflow

The foundation to a more profitable business. We get to the heart of your business to take you through the budgeting process and give you a clear forecast for revenue and expenses. This is a key insight to making better decisions, quickly.

Financial reporting

Business strategy

Forward-thinking strategic advice to help you realise your business’ potential. Our advisers have deep industry experience across the entire hospitality sector and of varying sizes. Their expertise and independence from your business bring real insights and value to achieve success.

Financial reporting


Focus on the important stuff rather than digging through files at tax time. Our team of tax experts ensure you meet legal requirements and are benefitting from potential tax opportunities. We constantly have our finger on the pulse for the latest changes and legal reforms to ensure you are ticking the boxes

Financial reporting

Annual compliance

Forward-thinking hospitality compliance. We provide insights and deliver dynamic business solutions beyond statutory obligation and compliance including governance, risk management and business systems that will help your business thrive.