Elevate - for business leaders

Succession planning – read our five-part series

Tuesday, March 15, 2011 | Posted by: Fiona Cullinan
Categories: Business advice, Thought Leadership | Tags: links, report, advice, corporate finance, wealth, succession planning, wealth management, ownership, transfer, White Paper, exit strategy, selling a business, advisory, successors, series, wealth management, advice, advisory

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What is succession planning? Why is it important to prepare your legacy – and how best can you do that to ensure the future success of your business? Is there a template to follow? Or do you just want some quick tips? These questions and more are answered in our five-part succession planning guide…

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How to find and groom your business successor

Wednesday, March 09, 2011 | Posted by: Fiona Cullinan
Categories: Business advice, Thought Leadership | Tags: report, incentives, corporate finance, skills, succession planning, wealth management, ownership, transfer, White Paper, family, exit strategy, selling a business, training, transition, advisory, successors, screening, compensation, roles

Who to choose? That is the question facing an increasing number of individuals seeking to transfer ownership of a privately held business. Here are some things to think about to help you identify who best to pass the baton on to, ways to incentivise them and how to smooth the transition.

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