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Preparing for the future is crucial for every business

Succession Planning

As leading business advisors in New Zealand, we understand that preparing for the future is crucial for every business owner.

Our Navigator – Exit and Succession Plan allows you to make a smooth transition, ensuring that your hard work is rewarded and your business continues to thrive.

Be it your children or a candidate within the organisation already, we are there to help you every step of the way.

Customised Succession Strategies for Your Business

We work closely with you to develop a personalised succession plan tailored to your unique needs and goals.
By understanding your business and objectives, we can create a strategy that aligns with your vision and maximises the value of your business.

Strategic Framework

Operational Levers

Products and Services


People and Productivity


Operations and Processes

Finance and Reporting

Improve Systems and Processes

Our expert business advisor will help you identify areas for improvement within your business, focusing on enhancing systems, processes, policies, and procedures.

These improvements will not only increase the value of your business but also make it more attractive to potential successors.

Leadership Development and Successor Identification

A key aspect of a successful succession plan is strong leadership. We will work with you to develop leadership within your organisation, ensuring a seamless transition.

Additionally, we will help you identify and select the ideal successor, whether it's a family member, key employee, or external candidate.

Business Valuation

Understanding the true value of your business is essential when planning your exit strategy. Our team have access to the best business brokers in the country.

This experience and information can be invaluable when determining the best price for your business.

We can work together to get a comprehensive business valuation, so going forward we make informed decisions.

Ongoing Support

At every stage of the succession planning process, your experienced business advisor will be there to offer guidance and support.

From the initial strategy development to the final stages of the transition, we will be by your side, ensuring that your plan is executed effectively and your business is set up for continued success.

Get in touch with us today to learn more about our Navigator – Exit and Succession Plan and how we can help you secure a bright future for your business.


Enquire now

Go on, let's get your business track the way you want it to - fill out the form and one of our team will touch base with you and let's work together.