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It’s People That Matter Most.

Succession in any business is a complex process that requires good communication, planning and ideally a long lead in time to maximise the chance of a successful transition. ProAdvice have worked with many family businesses to facilitate their succession and understand that succession is a complex juggling of the needs and wants of the:

  • “Retiring” generation;
  • The new business manager and their partners; and
  • Often siblings of the new business manager who will not be a part of the business in the future.

At ProAdvice we take the time to find out what is important to your family, so we can improve the likelihood of a successful succession process. We allow for flexibility and certainty and go through and understand the “what ifs” that can impact on your succession, before documenting a formal agreement. Our advisors work with you to achieve an outcome suited to your family’s needs.

The ProAdvice team can service all of your succession needs including:

  • Business structures;
  • Retirement planning;
  • Taxation implications;
  • Investment; and
  • Coaching of new business managers.

To find out more Contact us, our offices are located in:  

  • Geelong VIC (03) 5241 3888
  • Launceston TAS – (03) 6324 1515
  • Victor Harbor SA – (08) 8552 9641