Leading the Team

We assemble and coordinate a team, including existing advisors where applicable, that will ensure that the business owner:

  • Has access to all appropriate options and opportunities
  • Is fully informed as to the merits and demerits of proposed strategies
  • Has expert counsel and representation

The team brings the necessary knowledge, skills and experience in all applicable disciplines including mergers and acquisitions, corporate law, taxation and financial planning / wealth management. It may also include specialists in ESOPs, insurance, personnel and business consulting disciplines.