The client was a successful third generation retailer, specialising in ironmongery, hardware, and homeware. They had identified the need to have in place all the necessary legal documentation to protect its owners, management and the future of the current business.
Our consultant reviewed the business, with particular emphasis on the structure and capabilities of the current management. We then provided a fully financially viable plan for the future of the business and agreed necessary arrangements with the involved family.
The business had a plan that could take them forward on a secure basis with a firm management foundation. It had processes to put in place those legal foundations to enable the plan to be achieved to the satisfaction of the involved family.