Ownership counsel
Ownership transition planning
Share transfers, buy-sell clarity, and the conversations that keep relatives speaking after the papers are signed.
Scope of this work
Ownership transitions fail when legal documents run ahead of family agreement — or when silence substitutes for negotiation. We facilitate the conversations about who stays in, who exits, on what terms, and how disputes will be handled later.
What we provide
- Structured dialogue among shareholders before instructions go to lawyers
- Liaison with your chosen valuer so numbers are understood, not weaponised
- Clarity on buy-sell triggers: death, divorce, desire to exit, underperformance
- Written summary of agreed principles for your solicitor to draft
Boundaries
We are not solicitors or tax agents. Trust structures, stamp duty, and share transfer forms are handled by professionals you appoint. Our value is keeping the family able to decide without scorched earth.