Why this matters
Unplanned transitions destroy value. Structured succession protects people, performance, and legacy — and expands your strategic options, from family handover to MBO/MBI or external sale.
What we do
Comprehensive succession planning — combining strategic, financial, and personal perspectives to ensure a smooth ownership transition.
Readiness Assessment
Evaluate leadership strength, governance setup, and business dependencies to prepare for a seamless ownership transition.
Successor Identification & Preparation
Assess and prepare family, management, or external candidates to ensure the right leadership fit and continuity.
Valuation & Deal Structuring
Align company value, tax implications, and ownership objectives to create a fair and efficient transfer structure.
Stakeholder Alignment
Facilitate dialogue among family members, partners, and investors to secure consensus and preserve legacy.
Transition Execution
Manage documentation, communication, and onboarding to ensure an orderly and confident handover.
Post-Transition Support
Provide ongoing advisory during the initial months after handover to stabilise operations and maintain governance continuity.
From ownership transition to legacy continuity — guided, structured, and value-secure.
We help entrepreneurs and shareholders turn complex succession challenges into transparent, actionable plans — balancing financial, operational, and personal priorities.
Succession Roadmap & Timeline
Step-by-step plan outlining key phases, milestones, and decision points for a smooth and timely transition.
Successor Profile & Evaluation Report
Clear definition of successor requirements and an objective assessment of internal and external candidates.
Valuation with Scenario Set (Sale vs. MBO/MBI)
Comparative valuation across different exit options, helping you choose the optimal route for continuity and value realisation.
Governance & Communication Framework
Structures and messaging to ensure alignment among stakeholders, management, and family — safeguarding trust and stability throughout the process.
Why Entrepreneurs choose P4i
Deal Executions
In Business Since
Closing Rate
Guiding Entrepreneurs Through a Structured Transition
A transparent, step-by-step process for planning and executing ownership transitions that preserve value and legacy.
1
Assess
Evaluate leadership depth, governance setup, and organisational readiness for succession.
2
Decide
Determine the optimal succession path, whether family succession, MBO/MBI, or external sale.
3
Prepare
Align valuation, structure, tax implications, and stakeholder expectations before execution.
4
Execute & Transition
Manage documentation, communication, and onboarding to ensure a seamless ownership transfer.
When Expert Succession Planning Becomes Essential
Key moments when ownership transition, family succession, or MBO/MBI paths require structured guidance and long-term planning.
