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We work closely with you to understand your values, governance and goals. We endeavour to outline all of the key factors and potential issues upfront, offering sound advice which helps to ensure a good result for all concerned.
We understand that planning for succession can be a complex and emotive process, particularly when considering what your lasting legacy will be.
Our Corporate team works closely with business owners and very often their family members to create a joined-up approach to succession planning which seeks to effectively balance personal and business needs. We work with a number of departments across Gregg Latchams, and also draw on specialised knowledge from our partner businesses, GL Business Consultancy and GL Integrity Financial Planning. We ensure all options are considered when deciding the best way to hand over to the next generation, whether that be to family members, current employees or to a third party buyer.
Our strategic business focus and experience means we can help you to develop a succession plan at the right time and in a cost effective manner. We also offer an end-to-end business and personal plan that will put your mind at rest.
For enquiries, please contact one of our team for a no obligation initial phone call, alternatively contact us via the switchboard on 0117 906 9400 or firstname.lastname@example.org.