How long does the succession planning process take?

The full process typically takes 3–4 years. The Diagnostic phase takes 4–6 weeks. The Value Growth phase runs for 1–3 years of quarterly advisory work. The Transition phase — market preparation and the sale or handover — typically takes 6–12 months. Owners who start earlier have more options and typically achieve better outcomes.

What is included in the Diagnostic?

The Diagnostic is a fixed-fee structured assessment covering five key value drivers: financial performance and normalised earnings, owner dependency, systems and processes, customer concentration, and management depth. It delivers a business valuation baseline, an owner-readiness assessment, and a prioritised value gap analysis — giving you a clear picture of where you stand and what needs to change.

Do I have to commit to the full programme after the Diagnostic?

No. The Diagnostic is a standalone fixed-fee engagement. At the end of it, you will have a clear picture of your business's exit readiness and a recommended path forward. Whether you continue to the Value Growth phase is entirely your decision. Many clients find the Diagnostic valuable in its own right, even if they are not ready to commit to a longer engagement.

What types of businesses does Ridgeline Advisory work with?

Ridgeline Advisory works with NZ SME business owners across four main sectors: trades businesses (construction, electrical, plumbing, HVAC), medical and allied health practices, professional services firms (accounting, legal, consulting, engineering), and family businesses across all industries. We are Christchurch-based and work with clients nationwide.

Our process

A structured path from where you are to where you want to be.

Three phases. A diagnostic-first approach. Honest advice at every step.

Most business owners know they should be thinking about succession. Few have a plan. Ridgeline's three-phase process gives you a clear path — from an honest diagnostic of where you stand today, through the work of building transferable value, to a coordinated sale or handover.

Every engagement begins with Phase 1. There is no obligation to continue beyond the diagnostic.

Diagnostic

Month 1·Fixed fee, one-time

A clear valuation baseline, owner-readiness assessment, and an honest look at where value is leaking out of the business today.

What you get

Business valuation baseline
Owner-readiness assessment
Value gap analysis — where value is leaking today
Business Profitability Review — margin, cost structure, and pricing analysis
Prioritised action plan for Phase 2

Value Growth

Years 1–3·Ongoing retainer

Ongoing quarterly work to reduce owner-dependency, tighten financial systems, and build the recurring, transferable value buyers actually pay for. For owners who want ongoing leadership support through this phase, Ridgeline also offers virtual CEO services.

What you get

Reduced owner-dependency across operations
Strengthened financial systems and reporting
Recurring, transferable revenue streams
Quarterly progress reviews and value tracking

Transition

Years 3–4·Success-based

Market-ready preparation and a guided sale or succession process, executed by a trusted, licensed partner and coordinated start to finish.

What you get

Market-ready business documentation
Buyer identification and approach strategy
Coordinated sale or succession process
Post-transition support and handover

Ready to start the conversation?

Every engagement begins with a diagnostic — an honest look at where your business stands today. Fixed fee. No obligation to continue.

Schedule a Consultation