Business Succession requires a multi-disciplinary approach. No ‚One Consultant? can offer the expertise required to provide all the in depth technical and commercial solutions. This presentation outlines how the process is best facilitated or project managed with a single point of contact and through the author's experiences and case studies – how this optimises the outcomes for all parties. The presentation six step process that can be tailored to meet each client’s requirements with particular focus on the issues around developing the capabilities of the Successor and a staged transition of the Owner from Managing Director to Mentor to Retirement.
This presentataion covers:
- diagnostics/discovery & information
- business readiness assessment
- business planning & remediation (fix what needs to be fixed)
- information memorandum development
- business process optimisation & business performance
- preparation for sale/due diligence/post sale activities.