Additional Enhanced Services

The pressures of daily business can often mean strategic planning takes a back seat – but to have a successful business you must plan ahead.


We’ll help you establish a strategic plan that looks at where you want your business to be in the next 3-5 years and exactly how you and your team can achieve these aims and objectives.

“Efforts and courage are not enough without purpose and direction”

John F Kennedy

Why is Succession Planning so important?


Few business owners have had the time to develop a written succession plan.


It is often left to the last minute to answer all the difficult questions i.e. How can I retire? What is it worth? How will they pay for it? Can we improve the value? Are there tax implications?


We believe making your business “Investor Ready” focuses your attention on key areas such as timing, valuation methodologies, funding solutions and improving the overall value of your business, visit Therefore it is crucial to have a documented strategy which clearly outlines all the processes and priorities and defines the best possible exit strategies.


Succession planning, for most business owners, represents a one-off opportunity to transfer a ‘Lifetime of Effort” into their “Retirement Nest Egg”.


Our Additional Enhanced Services include;


  • Strategic Planning Session
  • Professional Services Advisory Board – Establishment
  • Professional Services Advisory Board –  Ongoing participation and management
  • Business Succession Planning
  • Business Valuation Report

“If I had nine hours to chop down a tree, I’d spend the first six sharpening my axe.”

Abraham Lincoln