Succession Planning

We work with clients to develop succession plans that help them:

  • identify a successor
  • enable the successor to buy the business
  • manage the transfer of responsibility
  • exit the business tax efficiently
  • secure a successful future for the business

Our team has considerable experience in management buyout (MBO) and company restructuring, and we enjoy immediate access to PEM’s business tax and share scheme experts. This enables us to find the best options for your succession.

Our approach

Our team takes time to listen and develop a deep understanding of your business. We look at the long term and explore your options rigorously. In this way, our team delivers succession plans that are robust, practical and suited to your individual needs.

To learn more about our approach and values please visit the About Us page.

Please get in touch if you would like to have an informal discussion about your business plans or requirements.

We are a leading independent corporate finance specialist based in Cambridge. We work closely with business owners on company disposal, acquisition, management buyout, succession, raising debt and equity finance, business valuation and corporate strategy