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Succession and Planning

Whether you are keeping your business in the family or selling up for an overseas retirement, it’s important to think about the succession of your business to attain the life you want in your next chapter.

Proper succession planning will ensure that all your years of hard work will be handed over in a smooth transition, with maximum return.

A Haven adviser can assist with the planning process and help you avoid the technical and financial obstacles involved. We can recommend suitable exit options which may include preparing your business for sale, transferring your business or controlling management buyouts.

If you are forced to sell, a Haven adviser will work with you during this sensitive time to get the best outcome for your situation.

Whether you are keeping your business in the family or selling up for an overseas retirement, it’s important to think about the succession of your business to attain the life you want in your next chapter.

Proper succession planning will ensure that all your years of hard work will be handed over in a smooth transition, with maximum return.

A Haven adviser can assist with the planning process and help you avoid the technical and financial obstacles involved. We can recommend suitable exit options which may include preparing your business for sale, transferring your business or controlling management buyouts.

If you are forced to sell, a Haven adviser will work with you during this sensitive time to get the best outcome for your situation.

TO MAKE THE SUCCESSION OF YOUR BUSINESS SEAMLESS AND STRESS FREE

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