Succession Planning

Making the decision to exit your business is a huge step. Once you have reached this milestone, what do you do next to make it happen?

Morrison Horgan can assist you in achieving this goal in a pragmatic, straight forward and timely way.

Key steps in the process always include:

  • Determining the most appropriate exit mechanism
  • Gathering support for your plan
  • Reviewing your business to maximise value
  • Assisting with the mechanics of the deal and negotiations
  • Helping you think about what next

We are agnostic to the exit mechanism chosen – we help you decide the best route for you - free of vested interests.

We operate in an inclusive manner – working with you, your family, staff, lawyer and accountant to get the best possible outcome.

Come and have a no obligation meeting with us to discuss how we can help.



Strategic & Financial Advisory

Strategy is nothing more complicated than making a long term plan for your business, having taken into account the environment you operate in. The keys are choosing what not to do, and implementing the plan.

Morrison Horgan can assist you in:

  • Development of that plan
  • Working out how to pay for it
  • Dividing it into manageable chunks to implement
  • Holding you to account on its implementation and success

Whatever field your business is operating in, you want to make sure
your finances are well structured and in good order.

Morrison Horgan can help you achieve this by enhancing:

  • Profitability
  • Cost structure
  • Cash management
  • Balance Sheet structure including assistance with bank negotiations
  • "Oxford Women's Health engaged Morrison Horgan to take us through a strategic planning and review process. The experience has been invaluable. Both Sinead and Kate are thorough, well-prepared, objective and professional, and not afraid to ask the questions that count. Several clinicians had worked with them previously through Morrison Horgan’s charitable work and been very impressed. Our personal experience confirms this."
    Oxford Women's Health, 2015


Kate and Sinead provide professional directorship services to companies of varying sizes, and advice to small and medium-sized businesses about how to implement or enhance their governance structures. Industries include:


About Us

Kate Morrison


Prior to moving to Christchurch in 2014, Kate spent 20 years in investment banking in the UK, with firms such as Merrill Lynch, Goldman Sachs and most recently, Deutsche Bank, where she held a number of senior client coverage and management roles. She has extensive experience of developing solutions for corporate clients, particularly in the areas of financial risk management, structured financing and investments, including creating a new market for hedging instruments linked to real estate prices.

Mobile: 021 231 0505 | Office: 03 339 2272

Sinead Horgan


Sinead has built a 20 year career in accounting, private equity and commercial banking, holding senior roles in PwC, Accenture, ANZ and BNZ across Europe, the US, Caribbean, Asia, Australia and New Zealand. Since 2013, Sinead has been based in Christchurch. Sinead has extensive experience in financial optimisation, strategy development, risk management and the purchase and sale of businesses. Sinead also holds various board director positions.

Mobile: 027 399 5133 | Office: 03 339 2272