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Succession Planning

Are you searching for someone to guide you through the process of generational change taking into account all your family members’ individual goals, your business structure, taxation and cash flow implications?

Succession planning is about transitioning your business to the next generation or to new owners and developing your plan for exiting the business in a way that suits you. It’s never too early to start succession planning.

We’re experienced at working with small businesses and farming families to help with all the intricate details involved in planning and implementing a successful succession plan.

  • ‘Steps Forward’ Program – which follows our “10 Ws to successful succession”
  • Planning, set-up, taxation and financial planning advice for succession
  • Facilitation of family business meetings and engagement of legal advice and associated parties

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