Odyssey Advisors has detailed experience in Succession Planning, from exit of sole business owners, exiting from business with multiple partners, or buying into a business for the first time.
Odyssey Advisors has just as much experience in mergers or acquisitions (financial and legal) as it does with managing transitions from cultural perspective. We will help you manage the entire process, setting realistic timeframes and milestones.
The key to Succession Planning and maximise your success is firstly understanding your Key Person Risk as well as expansion and future growth opportunities. The second is having a realistic timeframe to achieve the best plan to take. From experience, this is a minimum of 5 year up to 10 years of planning.