Construction company restructures for future

Our Approach 

• Held meetings with key senior team members to review current business and practices 
• Facilitated a Succession Planning Workshop to open up communication of future aspirations, concerns and ideas 
• Created a structure for planning for the future, including succession planning and strategies for external recruitment 
• Addressed shareholder retirement possibilities through share valuation to determine the value of the business prior to planned exit 
• Provided specialist tax advice on share restructuring based on the timelines and outcomes determined by the succession plan 
• Provided a plan to successfully restructure the shares in the most tax efficient manner 

The Outcome 

• Independent business review and project management provided a plan to successfully restructure the shares in the most tax efficient manner  
• Business strategy tools to be used in succession planning and internal / external communication 
• Provided a structure for management continuity and succession throughout a period of senior team retirement 
• Introduced a system that decreases business reliance and exposure to the external recruitment market 
• Promoted improved and open communication amongst the senior team 
• Improved efficiencies in internal processes 
• Added value, sustainability and longevity to the business