Succession Planning

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Succession Planning

Having a succession plan enables your business to transition to new ownership in a planned and systematic way, reducing stress and helping you to achieve maximum value from your business. It also provides clear direction in the unfortunate event that something happens to you.

An effective succession plan takes 3 - 5 years to implement so the earlier you start planning, the better the outcome for all involved. Don’t make the mistake of waiting until a health scare or change of circumstances forces you to consider your options.

Succession planning also supports the general growth and sustainability of your business by making you step back and look at the bigger picture. Whether you’re looking to sell your business, pass it on to a family member, or simply want to find a way to move away from the day-to-day operations, time spent in succession planning will pay for itself over and over.

Succession Planning Enquiry

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Our succession planning process includes:

Getting clear on your objectives - what outcome are you looking for?
Considering various ‘what if?’ scenarios and the best ways to deal with them
Defining and prioritising necessary actions to get you where you want to go
Communicating your vision effectively so family members and other key stakeholders are aligned with your vision

Great team = Great results

Meet some of the talented individuals who’ll help you achieve a seamless transition into the next stage of your journey.

Celebrating our team

Global wanderer providing world-class service at Bennetts Proactive

What does having a well-used passport have to do with providing world-class service, you may ask? “A lot more than you’d imagine,“ laughs Stacey Farrelly, recently appointed Practice Manager at Bennetts Proactive Chartered Accountants.

Succession Planning

TAURANGA | PAPAMOA | TE PUKE

ACHIEVE THE FUTURE YOU WANT