Planning for the future is essential for family-owned businesses.
Succession planning involves more than business strategy. Striking the right balance between preserving a family legacy and giving the next generation room to grow can be challenging.
The recent budget has brought this topic into sharper focus, prompting many businesses to re-evaluate their long-term strategies.
To help family-owned businesses prepare, the Bartlett Group is hosting a concise, practical session on key legal and financial considerations, featuring insights from Clarion and Forvis Mazars, alongside client case studies.
Following the presentations, Martin Greig – Director of External Affairs, (FBUK), will facilitate further discussion on the most salient points.