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About us


Dennis Waller

Dennis WallerWith over 30 years experience in finance and merchant banking, advising both private and corporate clients, Dennis has acquired a large reservoir of knowledge and is well qualified to assist clients with their Succession or Exit Strategy Plans.

Dennis was a representative rugby player, and spent many years coaching and on club committees.  In addition he has been on the Board of several Charities, and has been at a senior level in both Rotary and Freemasonry.



As a member of the International Succession Planning Association we have access to the latest succession planning tools and international developments to assist our proven process.

We understand the sometimes complicated family, business/financial, interpersonal, and management dynamics that can impact business success, longevity and value.

We follow 10 critical inter-related steps of the Succession Matrix© to help us understand how they impact your business and to successfully tailor the right plan for you.