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Succession planning

For your family business

Succession planning is a vital aspect of the long-term strategy of most Irish companies. Deloitte can help create an effective succession plan for your company, ensuring the tax efficient transfer of your assets and / or your business to the next generation.

Featured content

  • Transition phases in a family business
    As the founder nears retirement, he/she must decide whether to pass the business on to the next generation or to sell the business (PDF).
  • Business policies and agreements
    How family involvement can result in some issues assuming greater complexity due to the emotional component (PDF).
  • Ownership and management transition
    Historically the transfer of ownership and management of a family business often coincided. Today, a more professional approach is often adopted (PDF).
  • Succession planning services
    We can advise on areas including talent, possibilities of floating, current leaders, corporate structure, estate planning, insurance and share transfers.
  • Are the kids alright?
    Where management talent is harnessed primarily from family members, the family life cycle will impact on future potential family business careers.
  • Why do business owners delay succession?
    Most of the wealth in Ireland is first generational in nature and many of those businesses are set to change hands in the coming years. Despite that, most business owners will not have any formal succession plan in place.
  • Getting it right, getting it wrong
    How succession planning can work effectively, and tips on what to avoid.

Contact us

Niall Glynn
Partner
T: +353 1 417 2206
E: nglynn@deloitte.ie

Joanne WhelanJoanne Whelan
Partner
T: + 353 1 417 2463
E: jwhelan@deloitte.ie

Learn more

  • Order the book online: 'Planning for Family Business Succession'
    The Deloitte guide to help you plan for the future.
  • Succession services
    Get more detail on the range of our expertise.
  • Deloitte Private
    We focus on the priorities for private companies, family businesses, individuals and not-for-profit organisations in Ireland.

Media

  • ExternalURL
    Family Fortunes hanging in the balance
    Sunday Business Post feature
  • Irish Tax Institute Launches New Title on Taxation of Gifts and Inheritances
    Read our press release.
  • ExternalURL
    Considering Succession? Should you act now?
    Feature article, Galway Independent
  • ExternalURL
    Business: the generation game
    Business & Finance magazine
  • The Generation Game – Planning the succession of the family business
    Sunday Business Post article
  • Deloitte launches ‘Planning for Family Business Succession’ by Niall Glynn
    Launch press release

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