Ensure your hard work continues to pay off for you and your family for many years to come.
Succession planning is a complex process that can raise many emotional, financial, tax, legal and equity issues. A considered succession plan can give you peace of mind now and avoid future pain and conflict. First we help you to clarify your needs and goals. This process includes:
- Recognising key stakeholders
- Identifying the financial needs and other wishes of all parties
- Creating a shared vision between owners, other family members and stakeholders
- Detecting and prioritising the most critical issues.
After identifying your goals, we help you implement your personalised succession plan that addresses all relevant issues, including:
- Asset protection
- Ownership and management succession of your structures
- Tax and insurance strategies
- Retirement planning (including SMSFs)
- Estate planning
We will help you determine the best successor for your business and address issues such as legacy, birthright, and interpersonal dynamics to ensure that your wealth is managed appropriately in the future.
Reduce the impact and the possibility of future conflict by implementing a succession plan today.