LinkedIn Succession Planning - Product Summary March 2015
1. An independent member of Baker Tilly International
If you would like further information on
Staples Rodway’s Business Evolution,
please contact:
Richard Williams
P: +64 7 834 6829
F: +64 7 838 2881
M: +64 21 248 7714
E: richard.williams@srw.co.nz
Do you:
• Own a family business in the farming or
commercial sectors?
• Intend to exit or sell the business in the next 5
years?
• Want to be able to sell your business and not give
it away or close it down when you retire?
• Intend to pass your wealth to the next generation?
• Wish to leave a lasting legacy?
• Feel the need to have a comprehensive formal exit
strategy?
If you have answered YES to more than one of the
above questions, now is perhaps the perfect time for
you to talk to us about Business Evolution.
Business Evolution is what many people refer to as
succession planning. It is about building, retaining and
passing on your wealth from generation to generation,
and leaving a lasting legacy. It involves recognising
and coming to grips with the many complex family,
individual and business issues that must be addressed
in the evolution process.
Staples Rodway is a leading advisory firm in the
field of Business Evolution for SMEs in New Zealand’s
agricultural and commercial sectors.
Our points of difference:
1. We have a fully documented and structured
approach to Business Evolution to ensure all
aspects of a business transition are identified,
planned and communicated to stakeholders.
2. We focus on continuously monitoring and meeting
your individual needs rather than taking a one-
size-fits-all approach.
3. Instant access to Staples Rodway’s accounting,
taxation, finance, trust and business management
expertise.
4. Developing and providing various tools and
resources specifically required for your project.
5. Managing the succession project from start to
finish.
We work closely with you to understand your
individual needs and circumstances, drawing on our
practical experience and range of technical expertise
to develop and manage your succession plan.
This will help you to reach your individual goals, as
well as your family’s.
Business Evolution: Succession Planning and Management Services