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What We Do

Succession Planning

Succession Planning

A robust ownership changeover plan that focuses on your personal financial goals and long-term security for you and your business

Are you experiencing any of the following challenges?

  • Still working more hours in the business than you would like
  • Delaying or avoiding retirement
  • Feeling like the business would struggle to cope without you
  • Concerned about other Director and/or family expectations
  • Worrying about being able to recover your investment when you exit

A good succession plan takes a minimum of 3-5 years from initial planning to implementation. You must have one in place, if you’d like to extract maximum value from your business when you exit.

We’ve developed our Succession Planning workshop to ensure that you get maximum return on the hard work and capital you’ve invested, and that the expectations of all parties are successfully met. We work with you to create a robust plan by identifying your succession options, clarifying your objectives (considering business, personal and family expectations) and defining the steps you’ll take to achieve them.

Succession planning allows you to transition your business to new ownership in a managed and systematic way. Helping to reduce stress and achieving a greater outcome for all involved.

Whether you want to sell, pass on to a family member or simply take a more passive role, taking time to plan now will benefit all involved.

Benefits of our Succession Planning service:

  • Determines what you want back from your business
  • An impartial sounding board to help you make important decisions
  • Stimulates strategic discussion around ‘what if’ scenarios
  • Explores what your business is worth and how much you wish to extract
  • Clear plan to make your personal financial goals achievable
  • Prioritise key goals and milestones
  • Easy to communicate and align your plan with key stakeholders
  • Reassurance you will be financially secure for the future

How much time will it take?

  • 30mins for you to complete our online pre-work questionnaire
  • Full day in-person workshop at Panthera offices


Moving to Panthera is easy

It’s a big decision to move accountants. We get it. That’s why we have a clearly defined process in place to make it as straightforward as possible.

Step 1: We have a short initial discovery meeting to understand your needs so we can create the perfect service package for your business

Step 2: You receive your tailored proposal with one simple monthly fee and you e-sign the letter of engagement

Step 3: You provide your current accountant with notice – and you leave the rest to us!

We liaise directly with your previous accountant regarding the transfer of information. We request authority from HMRC to act on your behalf. We handle as much of the admin as possible, so you can get on with running your business – safe in the knowledge that everything is going on in the background. And if there’s any action for you, we let you know.

Contact us to find out how we can help you

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