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Business succession planning is an important element of all business relationships. Decision-making processes should be incorporated into the business plan to ensure future changes are dealt with in a logical and practical manner. An appropriate plan will also reduce the likelihood of a traumatic or significant event impacting the business.

Whether you plan to sell your business, transfer it to a relative or are forced to retire for health reasons, we assist with a number of business succession considerations, including:

  • Structural advice
  • Small business CGT concessions
  • Buy / sell agreements
  • Life insurance
  • Superannuation concessions

An appropriate succession plan will assist with a smooth transition and reduce the impact of a traumatic or other significant ownership event.

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.