In-house resources and expertise

One remedy for such an invidious situation is what is known as succession planning. For example, contingencies can be put in place that provide liquid funds to cover inheritance taxes. Also, agreements can be drawn up that clearly identify management or ownership succession.

A variety of objectives can be set which may include maximising proceeds of a sale, minimising risk, closing out the matter quickly, or selecting a new investor who will ensure the business continues to prosper.

As a business owner, it’s in your personal interest, the interest of your family and the long-term interest of your business, to plan ahead and prepare for the unexpected.

At BHP we are ideally placed, with all the resources and expertise in-house, to help you do that.

Key
Contacts

Sarah Garrity

Graduate Financial Planner

Email Sarah
0114 266 7171
Full Bio

Joy Clegg

Managing Director - BHP Financial Planning

Email Joy
Full Bio

Nick Brier

Director and Chartered Financial Planner

Email Nick
07795384870
Full Bio

Andy Myers

Chartered Financial Planner

Email Andy
Full Bio

Andrea Yellops

Senior Financial Planner

Email Andrea
Full Bio

Tim Clasper

Chartered Financial Planner

Email Tim
Full Bio

Mitch Burke

Chartered Financial Planner

Email Mitch
07702 856747
Full Bio

Marie Hudson

Head of Operations

Email Marie
0114 266 7171
Full Bio

Jordan Capel

Financial Planner

Email Jordan
0114 266 7171
Full Bio
View the full team