Succession Planning

Succession Planning Securing the Future of Your Business and Legacy

For many business owners, the company is not just a source of income — it is a lifetime’s work, a family legacy, and a key part of personal wealth. Without a succession plan, the transition of ownership or leadership can be disruptive, reduce the business’s value, and create conflict among stakeholders.

At Vereles Wealth, we design succession strategies that protect business value, ensure operational continuity, and align with your personal wealth and legacy goals.

Leadership Continuity Plans – Preparing the next generation of leaders or identifying external successors.

Ownership Transfer Structuring – Tax-efficient strategies for transferring shares or ownership stakes.

Family Business Governance – Frameworks to reduce conflict and ensure fair decision-making.

Buy-and-Sell Agreements – Ensuring smooth shareholder transitions in the event of death, disability, or retirement.

Estate Planning Integration – Coordinating succession with personal wills, trusts, and wealth transfer plans.

Holistic Perspective – Planning for both the business and personal wealth implications.

Customised Strategies – Tailored to the size, structure, and culture of your business.

Legal & Tax Collaboration – Working with trusted attorneys and tax specialists for optimal outcomes.

Preservation of Legacy – Ensuring your vision and values carry forward.

Succession planning is not just about who takes over — it’s about how the transition protects and enhances the value you’ve built.