01
Succession readiness
Understand where ownership, leadership and family expectations align—and where they do not.
- Family business health check
- Successor capability and interest review
- Prioritised succession roadmap
Succession services for Otago businesses
Make continuity a plan, not a crisis.
Practical succession, governance and exit planning for family businesses—started early, coordinated clearly and built around the people behind the business.
What to expect
Independent guidance, without the theatre.
Plain-language advice
Clear options, responsibilities and next steps.
No forced outcome
Family succession, sale and ownership alternatives stay on the table.
Coordinated thinking
Governance, value, capability and family priorities considered together.
Services
Start with clarity. Build a workable transition.
Each engagement turns an uncertain future conversation into a sequence of practical decisions.
02
Governance and ownership
Create decision-making structures that protect relationships and keep the business moving.
- Governance and board structure review
- Shareholder framework recommendations
- Family decision-making protocols
03
Exit and continuity planning
Compare realistic pathways when family succession is not the only—or best—answer.
- Valuation and value-readiness planning
- Management buyout and external sale options
- Continuity and transition plan
Engagements
A defined first step, then only what you need.
Succession work varies by family and business. These scoped packages make it easier to begin without committing to an open-ended advisory project.
Starting point
Readiness Review
From NZ$950
A structured owner interview, readiness assessment and concise action plan identifying the decisions to make next.
Core engagement
Continuity Roadmap
From NZ$2,750
Facilitated planning across ownership, governance, leadership readiness and transition timing, documented in one practical roadmap.
Ongoing support
Transition Advisory
Scoped proposal
Implementation support and coordination with your accountant, lawyer and financial advisers as the plan moves forward.
Start before it is urgent
Give the next chapter room to succeed.
Begin with a focused conversation about where the business stands, what your family wants and which decisions can no longer stay informal.
Arrange a first conversation