Succession Planning

Effective succession planning is the best way to secure the future of your business. At PKF-FPM, our experts can guide you through the planning process.


Effective succession planning ensures a smooth transition when you are ready to exit your business. At PKF-FPM, our experts will help you to plan, review and implement your succession planning strategy.

Our services include:

  • Strategic advice
  • Valuation
  • Financial and estate planning
  • Negotiation and mediation

We understand that every business is different. Our succession planning advisors will take the time to learn about your business and aspirations. We then work with you to develop and implement a plan to help you achieve these objectives.



“Since our initial engagement with PKF-FPM Accountants our business has spanned two generations of our family. Throughout this 20 year period we have relied on PKF-FPM Accountants for all aspects of both business and personal tax planning, managing our business growth, retirement planning and business succession planning. As our business has grown, so too has our relationship with PKF-FPM Accountants and we consider them our trusted business advisors and see them playing an integral part in our business in the years ahead.”

Mark Kelly, Financial Controller, Kelly Brothers Limited


For further information and to discuss your specific requirements, please contact:

Feargal McCormack Phone number: 028 302 610 10
Michael Farrell Phone number: 00353 1 6913 500