Let’s Talk About Succession Planning

Your goals may be more personal these days. You’ve never let chance control your business – or your family. But do you have a plan for the future? Balancing business and family isn’t always easy. We can help you work out business and personal goals.

Contact a PwC professional in your area, and let’s talk about succession planning.

How well are you planning for succession? 
Use our checklist to find out. Have you:

  1. Identified your successor, or your purchaser?
  2. Determined a realistic timeline?
  3. Weighed potential tax liabilities and planned to minimise costs?
  4. Integrated your business succession planning with your personal estate planning?
  5. Drafted documents to execute your plan?
  6. Communicated your plan to stakeholders from both business and family?
  7. Developed a contingency plan in case you or a key manager become incapacitated?

How we can help
We can help you improve communication and accountability.We can also help you to strategically plan or set up a Family Office.

Find out more about our succession planning services.
Contacts

Dublin
Paul Hennessy
Tel:+353 1 792 6012

Teresa McColgan
Tel:+353 1 792 8613

Galway
Ann Lavin
Tel:+353 91 779 506

Kilkenny
Siobhan Collier
Tel:+353 56 770 4920

Limerick
Ken Johnson 
Tel:+353 61 212 346

Waterford
Martin Freyne
Tel:+353 51 874 858

Wexford
Billy Sweetman 
Tel:+353 53 915 2404