Speak To Us

Warrnambool Office

Telephone (03) 5561 0007
Fax (03) 5561 7640
Address Shop 5/124 Koroit Street
Email dpatterson@s4bg.com.au

Melbourne Office

Ph (03) 9017 6620
Fax (03) 9866 7779
Freecall 1300 301 411
Address Suite 2, Level 1
480 St Kilda Road,
Melbourne
Email pstafford@s4bg.com.au

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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.

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Succession Planning

Succession 4 Business Group

Specialising in business succession planning.

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How We Work

We are a part of your team

As business owners ourselves, we understand that running a business is hard work.

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