Planning the Succession

Pre Oculus: Planning to hand over the reigns of a 60 year old freight empire to other family members became a bigger than expected task when the parents decided it was time to retire. Operations and performance considerations and risk analysis had to be considered, also structure and tax planning. Everything had to be effective and profitable for all family members to ensure a smooth hand over of customers and continued growth.

Oculus Strategies and Assistance Included: Business planning, reviews and coaching, finance restructuring, asset protection, tax planning and acting as the in-house CFO.

Today: The family now has peace of mind of a long term business and succession plan reaching to opportunities for children and grand children to enter the business. The company has achieved 22% bottom line growth and has received a recent public company takeover offer. The family enjoys an improved lifestyle, personal asset protection and ongoing first class business travel.