Succession Planning

At some point in every business the owner/s want to exit and do it successfully. Succession planning is all too often ignored and often results in dramatic failure.

Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.

We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.

We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.

we make it easy

DAA goes that extra mile to look after you. We can offer meetings at your premises or home. Our mobile meeting service is also available after hours, and best of all, are provided at no extra cost! This is ideal for people who want to meet but not available during usual working hours.

We service all areas of Christchurch from Sumner to Rakaia, Akaroa to Rangiora and everywhere in between

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