Succession Planning

Navigate your way through the complexity of Succession and Estate Planning with our experience and expertise.

Make sure your Succession is a Success

It’s important for all business owners to put in place a properly prepared succession plan. It’s just like a Will for the business, but there is often a wider range of scenarios and considerations involved.


As with a personal Will, what should be included in a good business succession plan can vary from one situation to the next.

There is a range of professionals who may need to be involved in setting up a succession plan, including your financial adviser, lawyer and accountant.


Even if you already have a plan in place, make sure you regularly review the agreements and your insurance policies to keep them up to date and reflecting the current value of the business.


Like a Will, don’t leave this to when it’s too late.


1.  Create a clearly defined business succession plan.
2.  Bring Identified Successor/s into the business.
3.  Provide for personal needs as a result of the business succession.
4.  Ensure the business succession plan dovetails with your own estate planning.


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