Transitioning assets is a sensitive task, we can be that independent voice to facilitate the process.
- Meetings with stake holders and professional advisors
- Transition processes
- Asset planning
- Tax advice
We often hear people say they're too busy working in their business to be able to work on it. By working with you we can develop a governance structure so that you can step back and see the big picture.
- Strategic Planning
- Goal setting
- Direction & accountability