- Independent · Family-focused · Bold
From business exit to
family legacy
Most SA business owners discover the gaps in their succession plan at exactly the wrong moment. We design the whole structure end-to-end – buy & sell, estate, tax, continuity and family governance – so the business survives, the family is liquid, and the next chapter starts on your terms.
- Independent · Family-focused · Bold
Four risks sitting inside most SA Businesses right now.
If two or more of these apply to you, you’d benefit from a proper review.
- No current buy & sell agreement
Your co-shareholders could end up running the business with your spouse – or her lawyer.
- Out-of-date business valuation
The number in the agreement was set five years ago. The business has doubled. The cover hasn’t.
- Personal estate liquidity gap
Most of your wealth sits inside the business. Estate duty wants cash. Your executor doesn’t have it.
- No leadership continuity plan
You’re the business. If you stop, it stops. There’s no documented handover plan and the team knows it.
- What 'done properly' looks like
A coordinated structure. Reviewed annually. Owned by you.
- Independently calculated business valuation, updated annually
- Buy & sell agreement matched precisely to a funded policy structure
- Estate duty modelled - and liquidity created so the family isn't forced to sell
- Key-person cover sized to the actual operational gap
- Documented operational handover plan ready before you need it
- Quarterly reviews so the plan stays current as the business grows
You built the business. Let's build the legacy.
Book a private 30-minute consultation. No product pitch – just clarity on where you are, where you want to be, and what’s standing in the way.