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Succession Planning

We have worked through the maze of succession planning with countless business owners and families.

As a team, our skill set is wide enough to cover areas that commonly form a part of succession planning.

The tricky people stuff:

  • Awareness of emotional needs of and challenges for the key stakeholders
  • Managing stakeholder expectations and communication between parties
  • Balancing various stakeholder needs

As well as the technical stuff:

  • Corporate structures
  • Superannuation and retirement planning
  • Capital gains tax (and stamp duty)
  • Investment
  • Tax management
  • Business valuation and sale