Financial services
At McMillan Woods, our approach is refreshingly
straightforward. We think like a client and put your priorities first.
As you will appreciate, the world of financial services can be rather
complex and somewhat confusing. Our role is to "jargon-bust" the
language, ensuring you avoid any potential pitfalls and make sure the
advice we dispense exceeds your expectations. Through our associated
companies, we advise on a wide range of financial services.
Succession planning - Public accounting practices
If you require advice in this area, feel free to
contact us for a free consultation. Our advisors will look at the key
issues involved in the sale of a public accounting practice from the
perspectives of both the purchaser and the vendor.
On the "succession planning diagnostic", we will
obtain a quick online assessment of the level of succession readiness
for a public accounting practice together with the identification of
possible succession options and an indicator of practice value although
we appreciate that the value of a practice is somewhat subjective but
from a careful assessment of the governance of the target practice, a
more realistic value can be mutually agreed upon between both parties.
At McMillan Woods, we have formulated a range of
"succession planning checklists" to assist public accounting practices
assess and document the relevant strategies to improve on their
succession planning readiness.
By the same token, we have also developed a
comprehensive range of "succession planning working papers" to assist
public accounting practices assess and document the relevant strategies
to improve on their succession planning readiness.
The key question is - To buy or to sell a public
accounting practice?
To assist with the business buyers and business
sellers right to the transition of ownership, please email your enquiry
to the Secretariat Office at
info@mcmillanwoods.com for more information.
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