We provide fixed fee advice and solutions that satisfy the commercial, legal, tax and compliance needs with respect to business succession planning.
We work together as part of a team with accountants and insurance advisers to drive client expectations and delivery of the solution to their needs.
We offer a range of alternative business succession and proprietors agreements:
- Buy Sell Agreements
- Simple Succession Agreements
- Complete Succession Agreements
- Partnership Agreements
- Shareholder Agreements
- Unitholder Agreements
Find out the fixed fees for our agreements and services, or supply instructions for an agreement.
Find out about our unique adviser support system.
Engage your clients and centres of influence confidently and effectively.
Become a vital part of a team of specialists.
Stand out from the crowd by delivering the best succession solutions to your clients.
Apply to become a Licenced Adviser or Registered Adviser.