Succession Planning
The Succession 4 Business Group specialises in business succession planning. We offer a complete end to end business succession planning package that combines the legal, insurance and accounting components of succession planning.
We provide unplanned and planned entry and exit succession planning solutions for partnerships, family businesses, unit holders, shareholders, sole traders and key people. We work with a wide cross section of city, regional and rural based businesses.
Succession 4 Business Group is unique in the market as we have a full time accountant, business risk specialists and we work closely with an expert succession planning Solicitor.
We work extensively with referral partners to set up succession planning arrangements for their clients.
We are flexible with our working arrangements and are able to tailor our service to suit the needs of our referral partners Australia wide. We will work with you and your business clients to:
- Develop funding mechanisms for involuntary succession planning (business insurance)
- Set-up buy-sell and business related agreements
- Assist in the development of a voluntary succession plan
Please get in touch with us if you are keen to find out how the Succession 4 Business Group can assist you with succession planning arrangements for your clients.
