A map for navigating the road ahead

Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.

We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business.

We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.

We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.

Learn More about our Succession Planning service and how it can help your business.

Outline and benefits

Let's talk about Succession Planning for your business


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The Complimentary Client Review

As a valued client, you’ll receive at least one Complimentary Client Review (CCR) every year

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Navigating our way to the heart and soul of your business to help you plan for the future

The Organisational Review

Visually defining departments, functions, roles and responsibilities to give clients the insight they need

Financial Awareness Coaching

See more, understand more, make better decisions

Cashflow Management

Improve your Cash Conversion Cycle and maximise your cashflow. We'll show you how

Quarterly Coaching

Achieve the results you want from your business and lifestyle

Proactive Accounting Meeting

Helping you to polish your uniqueness

KPI Improvement Coaching

To unlock the door you need the right key

Core Values Development

Growth with vision always comes from a strong core