Family business succession planning
A structured advisory engagement that turns a vague “one day we’ll hand over” into a written plan covering ownership, leadership, timeline, and family agreements.
Consultation detailsConsultations
Advisory work for family-owned businesses preparing ownership transfers, leadership handovers, and governance that can survive a difficult conversation.
These consultations are delivered in person at your premises or our New Mistley office, with remote sessions when travel is impractical. We do not replace your solicitor or accountant; we prepare the decisions those advisers will later formalise.
Ownership transition facilitation
Facilitated sessions that help families agree how shares, voting rights, and capital extracts move between generations without derailing trading.
Consultation details
Next-generation leadership readiness
A practical assessment and coaching sequence for sons, daughters, or nephews already working in the firm who may take the helm.
Consultation details
Family governance workshops
Practical workshops that set meeting rhythms, voting rules, and employment guidelines for relatives working in — or benefiting from — the firm.
Consultation details