A Way Forward

It is now seven months since we lost Sari, time has just flown by but at the same time her loss seems so fresh. And not just for me, many clients worked with Sari as their financial and business advisor for more than 30 years so we know you all miss her guidance and friendly face as much as we do in the office.

While we can never replace Sari’s personality and client knowledge we can replace her skills. That is something I have had a real focus on when looking for the right buyer for the business.

I was determined not to sell the business to the highest bidder, I wanted to find someone with the same ethos as Sari and me when it comes to putting clients and staff first. Some of you will have already met Susan Cooper who has been working from our offices for the last six weeks or so; I have decided that Susan is the right person for us to work with. I say ‘us’ because it is a decision I have made with advice and guidance from the staff at Savage & Savage.

Susan is a Chartered Accountant with her own sole-practitioner business – Susan Cooper Chartered Accountants. Susan’s business has a very similar client profile to ours and it has grown to the stage she needs some office support, something we can help her with. Susan and I have agreed on the terms of sale and we expect her to take over the business on  the 31st January 2024 with a new brand to be launched a month or so later. There are many details she needs to take care of, things like new branding, new website, new signage etc so she is going to take her time rather than rushing things at this time of the year.

Susan has also asked me to remain with the business to help her manage the process of combining the two  businesses, so I will still be hanging around the office every day. You are all very welcome to contact me if you have any queries about the sale process, but it is our intention to make everything as seamless as possible for clients, both ours and Susan’s.

Susan and I will be hosting some client functions in the new year so you will have the chance to meet her, and her clients can be introduced to our office and staff.

Sari’s passing was the end of an era for the Savage family as we move forward with a new owner for the business. I have established a small annual prize in her name for the top accounting student at Waimea College where her father and founder of Savage & Savage, Noel Savage, was the chairman of the board back in the 1960’s and where Sari and her brothers went to school. Supporting students is something Sari has done for many years and it is a privilege for me to be able to continue this support in a small way.

Thank you all for your kind words about Sari and your support over the last seven months, I appreciate so much.

Kind regards

Neil