Succession Planning

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Succession Planning

Having a succession plan enables your business to transition to new ownership in a planned and systematic way, reducing stress and helping you to achieve maximum value from your business. It also provides clear direction in the unfortunate event that something happens to you.

An effective succession plan takes 3 - 5 years to implement so the earlier you start planning, the better the outcome for all involved. Don’t make the mistake of waiting until a health scare or change of circumstances forces you to consider your options.

Succession planning also supports the general growth and sustainability of your business by making you step back and look at the bigger picture. Whether you’re looking to sell your business, pass it on to a family member, or simply want to find a way to move away from the day-to-day operations, time spent in succession planning will pay for itself over and over.

Our succession planning process includes:

  • Getting clear on your objectives - what outcome are you looking for?

  • Considering various ‘what if?’ scenarios and the best ways to deal with them

  • Defining and prioritising necessary actions to get you where you want to go

  • Communicating your vision effectively so family members and other key stakeholders are aligned with your vision

 

Great team = Great results

Meet some of the talented individuals who’ll help you achieve a seamless transition into the next stage of your journey.

Celebrating our team
Global wanderer providing world-class service at Bennetts Proactive
Global wanderer providing world-class service at Bennetts Proactive

What does having a well-used passport have to do with providing world-class service, you may ask? “A lot more than you’d imagine,“ laughs Stacey Farrelly, recently appointed Practice Manager at Bennetts Proactive Chartered Accountants.

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Meet our newest Associate
Meet our newest Associate

A third-generation Number-Ninja, Amanda’s rapid rise through the ranks has been no surprise to those who know her. A gift for numbers runs in the family, with her nana and mum both leading by numbers before her.

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The dragon-boating powerhouse behind your GST
The dragon-boating powerhouse behind your GST

Dawn takes life in her stride and brings a good-natured chuckle to everything she does. “I love that we have regular contact with our clients. In a bigger business, you don’t often get that opportunity.”

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We’re here to help

So whether you’re an established business ready to take the next big leap, or a brand-new business bravely taking your first steps, we’ll tailor a package to get you there. Find out how more about how we can help you and your business by booking your free consultation with the team at Bennetts Proactive.