Smart multi-generational succession planning
As family businesses grow, wealth can erode and possibly “leak out” of the family bloodline, through divorce or personal bankruptcy.
Who is going to take over when I am gone?
How will business wealth succession be managed?
How much do I need to sell my business for to sustain my desired lifestyle?
How do I know my advisors are looking out for me?
Are we paying too much in taxes and fees?
These are the questions that we asked ourselves when we were tasked with managing our own family assets and affairs. Given the extensive planning experience and expertise of our founder, led us to create our wealth preservation solutions.
- Supporting business sellers
- Supporting MBOs
Supporting Business Sellers
We work in partnership with Corporate Finance professionals, including private equity, lawyers and accountants, to engage with clients who are looking to sell their business. We’re on hand to provide expert guidance and structure pre and post-sale.
This includes collaborating with our professional partners and the client to ensure they’re prepared with a structured wealth plan and road map for the future. This is undertaken by use of our cash flow modelling software which will enable you to determine the optimum value needed from your business sale to provide financial security and the funding of your desired future lifestyle.
Supporting MBOs
Once the sale value has been determined and agreed our commercial lending service will assist management to raise the necessary finance required to fund the buyout. We offer an independent finance broking service – Smart Commercial Finance Solutions
Find out more
For more information on how our Business Succession service can help your business, please contact us or complete and submit the form below.
Sanjay has been advising me and my family on financial matters for over 20 years. We are grateful for his wisdom, patience, understanding and expert advice. My mother in law in fact would not be as rich as she is in retirement if it had not been for Sanjay’s first class analysis nearly 15 years ago. Thank you.
Most of us IFAs will only sell our business once in our lifetimes and so it’s vital we get it right. Smart Advisory services provided a vital service of helping me get my company ready for sale in a friendly and thorough way. As Sanjay has been a buyer himself before of IFA business’s he knows what information buyers will be looking for from your business and prepares this information for your firm in a well-structured way so not only will it potentially maximise the sale price but greatly shorten the sale process once negotiations begin as the information is already available to potential buyers.
We had a number of office visits from Sanjay over about a six to eight month period where he worked well with me and importantly my staff and carefully prepared an Information Pack for our firm covering twelve aspects of my company’s overview (such as compliance) and nine aspects of my company’s information (such as business risk valuation). Which was great in helping me feel confident, prepared and ready to take on the sale process once it was all finalised.
Having now been through Smart Advisory “sale ready” process I can fully endorse that it is brilliant at preparing any IFA firm for sale and well worth the reasonable fees they charge for this service. I personally would highly recommend this service to any IFA firm thinking of selling in the near future.
Family business strategy
Business funding solutions
Wealth preservation planning
Business wealth management
Professional Partners
