Succession planning
Identify successors, prepare emerging leaders, and transfer the knowledge that keeps customers and staff confident.
Transition advisory for UK SMEs
Navigate change with confidence.
Whether it's succession, turnaround, or investment, Lumina Advisory Group Ltd helps family-owned and owner-managed businesses make the next move with a clear plan.
Big changes need a steady hand.
Your next chapter
One starting point. Three clear routes.
We turn pressure, uncertainty, and competing priorities into decisions your team can act on.
A focused response to significant change
Our transition services
The right support depends on the pressure in front of you. We can help with one workstream or coordinate the full transition plan.
Turnaround support
Find the cause of declining revenue, protect cash flow, and set a short recovery plan your team can follow.
Investment readiness
Prepare the business case, financial information, and data room needed for equity funding preparation or debt discussions.
Acquisition integration
Bring teams, systems, reporting, and working cultures together without losing sight of day-to-day trading.
Governance
Set up boards, advisory councils, and decision rules that keep family interests and business needs aligned.
Three-year planning
Define the direction after transition, with milestones for leadership, cash, capability, and profitable growth.
A calm process under pressure
How we manage transitions
You need decisions in the right order. We start with facts, set priorities, then stay close while the plan moves into the business.
Clarity comes first.
01
Assessment
We review ownership, leadership, cash, performance, and the outcome you want to secure.
02
Stabilisation
We address immediate risks, including cash pressure, unclear authority, and decisions that cannot wait.
03
Planning
We build a transition roadmap with owners, dates, measures, and a three-year view of the business.
04
Implementation
We work alongside your team to put new roles, systems, governance, and commercial actions into practice.
05
Review
We track the measures that matter and adjust the plan when trading conditions or leadership needs change.
Examples of transition work
Transitions we've supported
The details vary. The need for clear ownership and measurable action does not.
Family manufacturing
Second-generation succession
We clarified the handover between generations, prepared the incoming leader, and introduced a governance structure for difficult decisions.
Clear leadership handover
Retail chain
Recovery from declining sales
We focused management on cash, store performance, and the actions that moved the business from falling sales to profitable growth.
18-month recovery plan
Technology scale-up
Equity funding preparation
We brought the commercial case, forecasts, and supporting information into a clear funding pack for investor conversations.
£2m investment secured
Client words
"Lumina Advisory Group Ltd made our succession from father to son smooth and stress-free. The governance structure they set up has kept us aligned."
Füsun B.
Family business owner
Make the next decision a measured one
Start planning your transition
Early planning makes all the difference. Speak with Lumina Advisory Group Ltd about succession, recovery, acquisition integration, or investment readiness.