Our Phased Approach
Each phase will provide you with real results that will move you through your business transition process.
Key Findings phase
During the Key findings Phase information is gathered and family, business and ownership objectives are established. Key issues are identified and dealt with in a sensible, pragmatic and prioritised fashion.
Options and solutions, including accounting, legal and financial considerations are put forward for review. When recommendations are finalised you will be ready to implement your plan.
Final recommendations are included in a Deed of Family Arrangement and then actioned. Your Succession, Retirement and Estate Plans will have been established.
New Beginning phase
The New Beginning phase establishes the framework to meet your family’s future lifestyle, retirement and ongoing business objectives.