Our Phased Approach

Each phase will provide you with real results that will move you through your business transition process.

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01.

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.

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02.

Recommendation phase

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.

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03.

Implementation phase

Final recommendations are included in a Deed of Family Arrangement and then actioned. Your Succession, Retirement and Estate Plans will have been established.

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04.

New Beginning phase

The New Beginning phase establishes the framework to meet your family’s future lifestyle, retirement and ongoing business objectives.