Resources

Seaview Consulting has developed a range of succession planning resources
to help you achieve success with business succession.

 

Thinking of selling your business?

If you are thinking of selling your business these three videos have been developed to guide you through the process and the issues you need to consider before and after the sale process.

Video 1: Preparing your Business for Sale

Video 2: The Sale Process

Video 3: Transition Process after Sale

 

Succession Experiences

This series of videos highlights the experiences of four different business owner’s succession planning journeys.

Video 1: Succession compilation

Video 2: John Cockle, Financial Foundations

Video 3: Kim Stewart, Stewart Symonds

Video 4: Mark Staggs, Professional Insurance Advice

Video 5: Patrick Nalty, Paradigm Group

 

Succession Awareness presentation

There is no doubt that succession planning is a complex area with a diversity of matters requiring
consideration and expertise. That’s why we have developed the Succession Awareness presentation specifically
for professional advisers.

This presentation covers:

  • What is succession planning and why is it important
  • Why you should be involved in the journey
  • Case studies
  • Trigger points for business owners
  • How to have a conversation with a business client
  • Our role in working with you and your clients

The presentation can be delivered one-to-one or one-many. It is also available for download upon request.

 

Succession Planning tips

We have developed a range of information for you to use when discussing Succession Planning with your business clients.

  • Trigger points for client conversations
  • What is involved in succession planning

Learn more

Succession Planning

Succession Support

 

Resources