Succession Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.

Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders. 

Nobody wants to leave their business continuation to chance. Having a succession plan in place will help simplify the transition out of your business whether you decide to sell, pass down through generations or retire.

Having this plan in place can also coordinate the transition of your business if there is an unexpected event, such as illness or death.

A succession plan covers many important matters, including:

  • Timeframe
  • Business goals and monitoring your progress towards succession
  • Future roles of your successors; business partner or family members
  • Appropriateness and tax effects of current and future business structures
  • Contingency and Risk management
  • Legal considerations

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988