Client Area

Succession Planning

You’ve worked hard to build your business, but you’ve reached the point where it’s time to move on. Perhaps it’s time to retire within the next few years, or your circumstances have changed which means you cannot fully commit to your business anymore. Alternatively, you’ve been focussing on providing exceptional client service which means you haven’t had the time to keep up with the ever-changing technology and systems. Whatever the reason, you’ve made the difficult decision to sell your business.
 
We understand that it’s taken hard work to get where you are and you’ve built a strong relationship with your client base, so understandably you want to know that your clients will be looked after well into the future.
 

You’ve come to the right place!

Here at Carbon, we have a national network of local business professionals ready to assist you with your succession plan. Our team are experienced in guiding local business owners like yourself through the journey of succession, ensuring a smooth transition every step of the way. You might be one, three, five, or even 10 years away from fully letting go, but let’s catch up to start locking in a plan for the future now.
 
Here at Carbon, we’re flexible with how we can help, as we understand that every business is different and every business owner has their preferences.
 

We can help in several ways:

Carbon investment

Carbon investment

Making a small or medium sized investment in your practice today (10%-50%). Use this money to grow your practice or take it off the table and enjoy the rewards of all your hard work.

Sourcing or introducing

Sourcing or introducing

We’ll introduce you to potential partners who you can transition your client relationships to over your horizon (we will work with you to understand what this looks like for you)

Relax, with Carbon

Relax, with Carbon

Know that your clients will eventually be serviced by an award-winning firm, with local partners and multiple services, reducing the risk of transitioning your business to a single operator.

Guaranteed payment

Guaranteed payment

If certain outcomes are met over the transition horizon (such as system adoption which we will help facilitate) then you will lock in an attractive rate for your business at retirement or exit date.

Rebrand to Carbon

Rebrand to Carbon

If you have an even longer horizon for retirement, then you have the option of rebranding to Carbon or relocating your operations to one of our offices, significantly reducing your overheads and broadening your service capability for your customers.

So, if you’re exhausted from talking to potential candidates as part of your succession plan, who aren’t quite the right fit or don’t have the full capabilities you feel required to look after your client base, it’s time to chat to Carbon. Complete the form below and we’ll be in touch.
 
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