Grosvenor Associates

Barry Dunn

MD Volume Trading UK Limited

" Our accountants introduced us to Grosvenor Associates; they wanted us to have a liability audit and company valuation as the first steps towards implementing a business succession plan. I had not realised how important it is to have a plan in place in case one of our shareholding/directors died. Once we understood the results of the liability audit we realised that we would have been one of the many thousands of businesses that fail each year because a director/shareholder died, and we are considered to be a pretty strong company. Our succession plan is now fully up and running. In fact I’ve been so impressed with the whole process I’ve recommended four business colleagues to Grosvenor. "

Glenn Burgess

Pow New Media

" We understood the problem and knew we needed to do something about it, we needed to have a comprehensive survival plan in place in case one of our shareholders/directors died. We contacted our Solicitors and Accountants to see if they could help us but whilst they could advise us on individual elements of the plan they were unable to implement a comprehensive holistic succession plan where someone took overall responsibility for all the different components of the plan. Our Independent Financial Adviser told us that though they don’t do it themselves, they would be happy to recommend a specialist firm, Grosvenor Associates based in Pall Mall London. We quickly realised that Lee Allan has a fantastic depth of knowledge is considered the expert when it comes to business succession planning. I can wholeheartedly recommend Grosvenor. "

Deri Llewellyn-Davies

BGI Leadership Management

" I attended the Grosvenor business succession briefing at the Institute of Directors; I was blown away with the presentation, it’s the first time I’ve really understood the subject. Lee has a great deal of knowledge and makes this complex subject simple and understandable. We had the confidence to implement the succession plan with Grosvenor and we found them to be thoroughly professional and we highly recommend them. "