Suite 6, 142 Bundall Rd, Bundall QLD 4217

07 5646 4050

Succession Planning

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

The half-day Succession Planning session provides an overview of important considerations, succession options, and processes relevant to your business. You’ll then define your succession timeline, identify your ideal succession scenario, and look at opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan. 

We’ll then set quarterly and 12-month goals and actions. 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.