22 | Wealth & Finance Q4 2024 Best Business Brokerage & Advisory Firm 2024 – UK “We are your trusted partner for a profitable and seamless exit strategy. ” Succession Planning works with a variety of SMEs across diverse sectors in the UK. One of Succession Planning’s fundamental offerings is its help for owner-managed businesses when they are ready to exit – ensuring that there are sturdy exit strategies in place to guarantee a profitable sale. The company’s core values are honesty, transparency, and a customer-focused approach to each case. Nicky tells us, “ We’re sensitive to the fact that our clients usually have only one business, and we’re there to hold their hand through the whole process, taking things at their pace as it’s a massive decision.” Succession Planning believes that selling a business is not like selling a house, it’s something that an individual has built from the ground up – it’s something they’ve poured their heart and soul into. Providing full service marketing for a seamless exit, Succession Planning consistently undertakes thorough market research to stay abreast of the changes and trends within each sector. It uses current and popular platforms once it has studied how effective each platform is, ensuring that its efforts are concentrated on the areas which will make the most difference. “We Handle the Sale; You Reap the Rewards. ” Nicky shares, “A lot of our competitors don’t provide such a thorough service. We go to every meeting and are extremely hands on. We’re a bespoke agency with only a certain amount of clients per year so we can go with them every step of the way.” Dedicating their time to each client, Succession Planning is much more tied to their case. The team provides a personal and professional service and make sure that each business gets sold in the correct way, with a profitable outcome each time. Using the most appropriate marketing methods, Succession Planning is hard to beat. In fact, with its network of industry professionals, it is able to stay ahead of the curve and gain sector insights that competitors may not find themselves. Furthermore, keeping clients up to date with the entire process, the firm’s reputation is only continuing to bloom. Its clients are aware of the number of leads coming through, where the enquiries are along with what stage, and are accompanied by Succession Planning throughout the whole process – through to the point of sale. The professional service provided by Succession Planning guarantees that it stays very much involved with service providers on the legal side of the sale, while using its compassionate nature to communicate effectively with its clients as they sell something they have such deep ties with. On the other side of the coin, staying true to its core value of honesty, Succession Planning is completely truthful with its clients if the team foresees that it may not be the best option to sell at the current moment – for any reason. The team at Succession Planning always looks to nurture its relationships with clients, and will never push them to sell if they need time to think, or if they change their minds. The challenges of the industry lies in the overwhelming transformation of technology, and the use of these tools. Nicky comments, “We want to use technology in the right way for finding the right buyers, but we still offer a personal advisory service.” As extremely low sales may have the capacity to be automated, Succession Planning still believes in its ability to process everything on a personal basis. There is a lot that technology is still unable to do, and this directly related to the nuances of each different case. Nicky continues, “We must be aware of the market, and automation can’t do this.” Harnessing the power of technology in the right way, consistently carrying out integral market research, and always prioritising client satisfaction, Succession Planning’s long-term reputation will only continue to grow. We’re proud to award Succession Planning with the title of Best Business Brokerage & Advisory Firm 2024 – UK, we’re sure that its services will continue to aid clients in making the best decisions for the future to come. Contact: Nicky Larkin Company: Succession Planning Limited Web Address: https://succession-planning.co.uk/ Selling or buying a business can be a stressful and uncertain time, but with Succession Planning this doesn’t have to be the case. We learn more from Managing Director Nicky Larkin as the company cinches its title in our Management Consulting Awards 2024.
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