Construction & Property: Case Study 3

Background

Successful privately owned UK construction business with an ageing senior team of managers and directors who retained all company knowledge and held key relationships with customers/suppliers. Some members of the senior team (also shareholders) expressed their wish to retire in the medium term, but with neglect of business / future planning, AAB worked with them to develop a succession plan.

Our Approach

  • Held meetings with key senior team 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
  • 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 Benefits to the Client

  • Independent business review and project management, enabling action and removing distraction
  • Introduced 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

The Plus Factor in Action

  • We helped our client make money by providing a plan to successfully restructure the shares in the most tax efficient manner
  • We saved our client time by providing an independent business review and project management, enabling action and removing distraction
  • We gave our client peace of mind by providing our expertise to add value, sustainability and longevity to the business
  • We supported them now and in the future by addressing shareholder retirement possibilities through share valuation to determine the value of the business prior to planned exit
stuart rose

Key Contact

Stuart Rose
Senior Manager

stuart.rose@aab.uk
+44 1224 625111

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