Business Succession Planning

Despite many small to medium sized businesses cultivating great success, the absence of a robust succession plan is overwhelmingly commonplace. Business heads put their entire life into building a company, only to have its success decline after they’ve moved on or retired.

Business Succession Planning

Despite many small to medium sized businesses cultivating great success, the absence of a robust succession plan is overwhelmingly commonplace. Business heads put their entire life into building a company, only to have its success decline after they’ve moved on or retired.

Formation Financial Services are experienced in facilitating strategic succession planning for sustainable longevity.

Our approach combines working closely with solicitors, accountants and relevant stakeholders to ensure your business is fit for future succession, handover or acquisition, with minimal disruption and ongoing viability in mind.

Whether it’s identifying and equipping the right successors, or ensuring the correct insurances are in place, our job is to take the stress out of maintaining the company’s future, allowing you to focus on business-as-usual.

Have you got questions about business succession? Phone one of our consultants today on (03) 9125 7732 for peace of mind.

Start your journey to financial freedom now