Advisory engagement
Succession & continuity planning
Practical planning for owner-led firms facing a leadership handoff, family transition, or the need to reduce key-person risk without freezing day-to-day work.
Continuity work sits beside legal and tax advice — we focus on the operating plan: who owns which relationships, what knowledge must move out of the founder’s head, and how authority is handed over without confusing customers or staff. Families and external buyers both benefit from a clear operating narrative before documents are drafted.