Succession & Estate Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation.

As well as planning for the expected succession of your business, planning for unexpected events such as death also needs to be considered. Having the knowledge that your hard-earned assets (both business and personal) will be dealt with in the manner you choose provides you with peace of mind.

For business owners, a plan for succession of ownership is essential whether planned or unplanned. We can guide you through the process of providing for business continuity.

We have worked with many family groups to enable them to pass on the family business or farm to the next generation. This takes careful planning and execution to ensure that the changeover is seamless to all involved. The new family owners traditionally continue to use Quantum as their trusted accounting advisor.

Contact us for more information on forming a plan that facilitates a hassle-free transition for your business and your family.