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UBT Accountants

SUCCESSION PLANNING

Prepare your business for the next generation of leadership.

UBTA's succession planning service helps owners navigate the complex transition of leadership and ownership. We focus on three critical dimensions: ownership structure, leadership development and family or stakeholder dynamics. Our process is designed to balance commercial realities with Community values, ensuring a smooth and sustainable transition.

Our tailored process includes:

  • Initial discovery sessions and readiness assessments to identify key risks and opportunities.
  • Development of a succession roadmap with clear milestones and timelines.
  • Engagement with stakeholders and family members to build consensus and clarity.
  • Planning for governance, ownership transfer and leadership continuity.

We help you move from uncertainty to action with a plan that reflects your values and secures your legacy.

Our Subject Specialists

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Roston Rowles

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

Blank Person

Name...

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

Blank Person

Name...

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

What Our Clients Say

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"We have found the wealth of experience available at UBTA immensely valuable as our business enters the next stage of growth, especially regarding wider tax and succession planning issues."

Richard Hibbert, Habit Action