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Up ] Smart Funding ] Funding ] Inbound Capital ] Instruments ] SME Support ] Buyouts ] Turnaround ] [ Succession Planning ] Valuation ] Disclaimer ]

Succession Planning

Succession planning for privately owned companies is a very important risk management process.

Ultima Capital Partners can assist in putting in place a strategic business plan which addresses the business and personal goals of key stakeholders, including

bulletowners
bulletfamily
bulletstaff
bulletcustomers
bulletsuppliers
bulletpotential buyers

At UCP we consider the ability and opportunity for business owners to obtain the maximum amount of value from the business when they exit. This could be through a variety of methods, include sale, merger, public listing or other means. UCP guides the pathway through the many potential scenarios.

This can also complement advice provided by financial planners addressing retirement planning needs of key stakeholders.

For further information contact UCP.

 

Smart Funding ] Funding ] Inbound Capital ] Instruments ] SME Support ] Buyouts ] Turnaround ] [ Succession Planning ] Valuation ] Disclaimer ]

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