Succession planning

Having in place an effective succession plan will help to ensure that the transfer of your business goes as smoothly as possible, and that you minimise the tax liabilities and maximise your financial gains.

A good succession plan will ensure that control of the business is transferred according to your wishes, while also providing ongoing financial security for you and your family.

"I have been with Walsh & Co since 2008 and have always found their work and advice to be very helpful. I started considering retirement and they helped set up a succession plan and have assisted in the paperwork and the taxation consequences of selling a business. They advised along the way and importantly, they were able to tell me what I would be left with following the progress of the sale."

Jim, CEFS Limited