Succession Planning

Succession Planning deals with assisting a Founder in planning for who will succeed him and carry on the legacy. It is a process of identifying and developing the individual who will succeed the Founder when he disengages from the active management of his business and wealth. At Meristem, we analyze and provide alternatives and strategies addressing the continuity or disposition of your business upon your retirement, death, disability or decision to sell. We also identify and evaluate tax consequences and their implications.

Key deliverables to our clients are;

  • Ensure business thrives on and grows.
  • Ensure elimination of any form of friction within the business and family.
  • Peace of mind to pursue other vocations of interest to the Founder.