Succession Planning Specialists
Helping Professional Firm Owners Step Back - Without Walking Away
We work with established accountancy and consultancy firm owners who are thinking about succession planning, but don’t want a sudden exit, loss of income, or disruption to their clients and staff.
Our role is to provide a structured, low-stress transition, allowing you to gradually step back while your business continues to operate successfully.
A Different Approach to Succession
Most business owners are faced with two extremes:
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Sell quickly and walk away, or
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Keep working long past the point they want to
We offer a third option
✔ A gradual transition
✔ Continued income over time
✔ Protection for staff and clients
✔ A respectful handover of your life’s work
We believe good businesses deserve thoughtful succession — not rushed exits. If you’ve built a solid business and want to reduce your day-to-day involvement without rushing into a sale, we can help.
We typically work with:
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Accountants and accountancy practices
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Management and professional consultants
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Owner-managed firms with long-standing client relationships
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Founders thinking about retirement in the next 1–5 years
How It Works
Our Process
1. Initial conversation
A confidential discussion to understand your business, your goals, and how involved you’d like to remain.
2. Transition planning
We agree a structured handover plan tailored to you — whether that’s reducing hours, stepping back from management, or planning a full exit over time.
3. Ongoing involvement (if desired)
You may stay involved in an advisory or part-time capacity while we take care of day-to-day operations.
4. Long-term outcome
A smooth transition that protects your income, your clients, and your legacy.
Why This Approach Works
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No forced sale
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No sudden change for clients or staff
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No pressure to exit before you’re ready
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Continuity of service and relationships
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Predictable, structured income
Businesses built with care deserve transitions shaped with the same care — not last‑minute exits.
About Us
We work with professional service firms that have been built carefully over many years and deserve the same care in transition.
Our background combines commercial, operational, and strategic experience, allowing us to step in responsibly and manage firms through the next phase of their life cycle.
We are not brokers.
We are not looking for quick flips.
We focus on long-term continuity and sensible transitions.
Next Steps
If you’re beginning to think about succession planning — or simply want to understand your options — we’d be happy to have an informal, confidential conversation.
Why not arrange a private discussion and contact us.