Have any questions? +64 9 3587403 enquiries@platform1.co.nz

We understand you have a key relationship with your client which must be respected.

Platform 1’s Business Owner Transition exit option can benefit both business owners and their professional advisors.

It is likely up to 60% of your clients are contemplating succession over the next 5 years. Our model is a growing option that can provide your client with greater wealth and a lifestyle while maintaining their legacy.

By introducing a gradual exit over time – (normally 2-4 years) you get to:

  • Demonstrate your expertise by putting forward another exit option for them to consider.
  • Extend and grow your relationship with the client which would be in jeopardy if they sold outright.
  • Continue to provide valued Advisory Services.
  • Build a relationship with the incoming business owner.

How can you help them achieve their goals?