Expertise
Success Plan (SA) assists primary producers and business owners to begin the conversation with family members, to help our clients understand what needs to be considered, to identify potential issues and how to overcome them and to provide a road map for carrying out a successful plan.
We know that a succession plan must start with the relationships. We get to know you and your family by sitting down with all of the relevant individuals separately and collectively to discover what you all want to achieve out of the process. From there we offer:
- Advice and assistance to create and implement a tailored, tax efficient family succession plan
- Family facilitation and mediation
- Collaboration with your other trusted advisors such as accountants and financial planners
- Technical taxation and stamp duty advice
- Business structuring and restructuring advice
- Agreed fixed fee terms
Our advice is not just limited to primary producers. All businesses that are looking to transfer control of assets between generations or between owners can benefit from our expertise. Also check out our sister business, Agril Legal (SA) here.