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Succession Planning.

Home Services Transactions Succession Planning

You’ve built a solid business and it’s time to sell up and take that holiday you’ve been promising yourself all these years.

You're planning for the future, to bring your staff into the business early so you can be confident the business will prosper going forward.

Or perhaps it’s actually time for the management team to buy you out.

  •   Employee Share Offer
  •   Shareholder Agreements / Trust Deeds
  •   Management Buyout

You know that you need to manage the usual corporate/commercial issues, and also comply with the licensing requirements.

You realise the importance of managing your long tail exposures.


[The Fold]’s compliance and regulatory experience gives our M&A team unique understanding of this complex interplay. They help you to achieve the commercial balance you require in these all important transactions.
Strathearn Insurance Brokers Pty Ltd, M Lewin


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