Succession planning is an important part of any business ownership practice.

Ultimately, the purpose of owning a business is to sell it, and at Hattam McCarthy Reeves we recognise the importance of identifying the future of your business post-retirement, even if your retirement date is some time away.

Planning for succession can be complex. We recognise this, and with our advice, your business can achieve an effective succession plan, helping you extract maximum value. This not only can lead to a fulfilling retirement for you, but also give future generations a head start.

Call Hattam McCarthy Reeves for advice and guidance on succession planning, and to ensure you are implementing sound business practices along the way, improving the worth of your business until you retire.

HMcR introduced business succession planning to the owners of the Tintinara IGA, building solid plans for both the business and for the owner, Malcolm.

“I trust Geoff and the HMcR team because they are straight talkers and there is no rubbish.  You know where you stand and you don’t have to waste time ‘beating around the bush’.”   Malcolm Becker, Tintinara

You can read the Tintinara IGA success story here.

HMcR provided advice for Royce Cross, when the reality of business succession plans came upon them unexpectedly. This was dealt with in a discreet and compassionate manner. We understand that not all businesses are aware of the need for this type of planning, and we provide guidance in this area, in our down to earth way.

"I can thoroughly recommend HMcR.  They are a progressive, energetic team always looking for ways to improve their own business as well as their clients’.  Relationships are very important to HMcR and they never treat us like we are just a number.”
 Phillip Cross, Director, Royce Cross Agencies.

You can read the Royce Cross success story here.

Contact HMcR if you would like to find out more about succession planning and why it is a necessity for any business.