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Family Business Succession and Strategy

In transferring a family business to the next generation, it is essential to understand strategy, market positioning, and competencies. At Clifton Finance, we look beyond succession to consider the external market and overall strategy.

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Customizable advice

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Our vision on family businesses

Family businesses have their own take on sustainability. With management and ownership in sync, they can carve their own path. Passing the family business to the next generation involves understanding all aspects of running a business: strategy, market position, strengths and weaknesses, and the skills of the shareholders.

Succession planning in a family business is a big decision. We’re happy to set up a meeting to discuss the best way forward.

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