Service
Succession Planning
%
49% of business owners have an urgent succession planning need
%
9 in 10 business owners don’t have a succession plan in place
%
Only 9% of businesses are ready for sale
%
70% of business owners have not set a retirement date
Succession planning is the #2 business concern for SMEs, and for good reason. With nearly half of business owners facing urgent succession planning needs, many are not prepared for successful succession and exit. Our specialised Succession Planning Service offers a structured, 5-step process to help you smoothly transition ownership and management of your business—on your terms, timeline, and price. The objective of our service is to give you peace of mind, knowing you are in control of your future business and family succession. We charge a fixed fee for each stage of our Succession Planning Service, ensuring you only pay for the services you need.
Our Succession Planning service features:
Understanding Your Needs and Your Successor’s Aspirations
We begin by thoroughly understanding your personal and business goals, as well as your successor’s vision, to ensure alignment for a smooth transition.
Independent Business Valuation & Value Improvement Targets
We provide an independent business valuation and work with you to establish clear targets for improving the value of your business, making it more attractive for sale or succession.
Formal Family & Business Succession Plan
Our team helps create a formal, structured succession plan tailored to your business and family needs, ensuring a clear roadmap for the future.
Expert Advice
We bring in expert advice when necessary, ensuring you have access to the best resources and guidance for complex issues throughout the process.
Successor Training & Ongoing Support
We provide training to your successors and ongoing support, ensuring they are prepared to take over and implement your succession plan successfully.
Secure your business’s future
Reach out today to start your tailored succession planning and ensure a smooth transition.
Executive Offices, 59 Albany Creek Road, Aspley Qld 4034
P.O. Box 413, Kallangur Qld 4503
Limited liability by a scheme approved under the professional standards legislation