Latest News

PwC’s 11th Global Family Business Survey

Friday, 05 May 2023

PwC’s Family Business Survey 2023 comes at a time of great change. The optimism of a post-covid world has been sorely tested by the geopolitical


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A guide to family business succession planning

Friday, 11 February 2022

Succession planning is one of the most sensitive issues, and COVID-19 appears to have concentrated minds in this area.   Topics such as


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Tánaiste and Minister Donohoe launch new €90m fund for Irish start-ups

Thursday, 10 February 2022

The Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD and the Minister for Finance, Paschal Donohoe TD launched a new


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Document Templates

The following are available in PDF format for you to view/download: 




PwC Next Generation Report 2016


Next generation of family business leaders ambitious to drive change but struggle with getting their voices heard.

Key Findings here.


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The Business Plan Template 

Planning should always be the first step in developing a business. A business plan gives your business direction and is designed to give you a framework to help to develop your business ideas.  This template can help you develop business goals, research your market, and manage your finances.

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Family Business Summary Article 

Making sure your business has the future you would like it to have requires planning. It cannot be treated as an event you will get around to in the future or close to retirement. It is a structured process of asking questions, making plans and executing them. While succession may lie in the future, succession planning is a present necessity.

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Succession Planning Checklist 

This checklist will provide Family Business owner managers with a number of questions to consider that relate to their state of preparedness for family succession/transference

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Succession Planning Best Practice

Succession management can help organisations and Family Businesses by unearthing talent which will drive the business for years to come. The following succession planning best practices can help to avoid common pitfalls.

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Sale and Succession Planning 

Research worldwide indicates that only one third of family businesses transfer successfully from one generation to the next.

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A key business driver is something that has a major impact on the performance of your business. A whole range of internal and external factors affects the performance of every business.

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Tax Reliefs - Business Succession 

A guide to reliefs from taxes for Family Businesses in Ireland (updated January 2015 with thanks to Aisling Donohue, O'Boyle & Co Accountants, Longford 

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Converting a private company under the new company law rules









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