Passing on your wealth via your business
- julieconway18
- Dec 7, 2023
- 1 min read
We understand it can be difficult to know where to start, which is why we've put together this Blog. It may be that you're looking to sell your business, pass it on to your family, or you're simply looking for future growth. Whatever your initial thoughts, our Blog is designed to help owners and directors who are releasing or raising capital, planning a sale, or considering their best move for the future.

Defining Legacy in the context of your Business:
The actual value of legacy extends far beyond financial wealth. It embodies the cultures, traditions, and reputations passed down through family members involved in the business.
Legacy acts as a driving force for family businesses. It reflects the ability of a business to navigate challenges and evolve continuously while fulfilling its various principles and core values.
Complex Family Dynamics:
Complex family dynamics can impact the decision-making process of family businesses.
The generational differences can hinder the strategic planning needed for business growth and prosperity.
Sibling Rivalry:
Sibling rivalry can disrupt the harmony and unity of a business, causing the family business to fail.
We aim to help you create a comprehensive and effective succession planning template and guide you through every step. We will provide you with the succession planning framework you need to ensure the continued success of your company.



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