Estate & Succession PlanningSecure your future and protect your financial legacy.
We can protect your financial legacy
At Onyx Business Group, we understand that your wealth and assets are the products of your dedication and hard work. We don’t want them to go to waste, so we are here to help you prepare for the future.
Through our estate and succession planning services, we can secure your future and protect your financial legacy.
One of the main priorities of estate planning is to ensure that your affairs are appropriately structured, for both your current and future situations, to enable your wealth to be passed on or dealt with in the manner you choose.
The entire process generally requires specialist advice from multiple advisers, including accountants, solicitors, financial planners, and financiers.
At Onyx Business Group, we maintain a collaborative approach between all advisers and ensure that they are guided by accurate and relevant information.
- Asset protection
- Family equity
- Family law issues
Business succession planning
Even if you have no immediate plans to sell or pass on your business, it is prudent to prepare for unexpected turn of events.
Whether by third-party sale, management buy-out, or passing on your assets to the next generation, Onyx Business Group can provide reliable succession planning that involves preparing an exit strategy.
Our team can help you prepare your business for sale and consider the associated business, financing, structuring, taxation, accounting, and legal issues that may arise.
- Identify the key issues
- Develop a tax-effective succession plan
- Understand the implications of changing ownership
- Consider the optimal timing of changes
- Liaise with professionals required to execute the plan
- Implement the plan effectively and smoothly
Get started with a free consultation
Onyx Business Group is a team of professional Chartered Accountants and Bookkeepers, providing end-to-end business solutions. Contact us to find out how we can help.