Exit and Succession Planning

As they say in the classics, “Failing to plan is planning to fail”. Are you clear about the goals you’re aiming at for yourself, for your family and for your business? We can help you put together and implement a plan that is both bold and achievable.


“…When my husband and business partner died, we faced an enormous task in winding up the business, realizing all the assets and working through the best way to provide for my financial future.

In the past eight years since then, I have benefited from Venetta’s professional and personal attention, and know that my present financial security is as a result of her advice and expertise…” (Fay Duncan)