Business Succession Planning
Business Succession Planning
5/5
“I wanted to make sure the business could continue without disruption. Granada helped us plan the transition properly, with clarity for everyone involved.”
David M.
Business Owner
Business
5
Mins Read
What Is Succession Planning? A Guide for Australian Businesses
Considering what’s next for the business?
Whether you’re planning to step back soon or simply thinking ahead, clear succession planning helps protect the business, your people, and what you’ve built.
Considering what’s next for the business?
Whether you’re planning to step back soon or simply thinking ahead, clear succession planning helps protect the business, your people, and what you’ve built.
Considering what’s next for the business?
Whether you’re planning to step back soon or simply thinking ahead, clear succession planning helps protect the business, your people, and what you’ve built.
Want to step back without losing control?
A clear succession plan lets you step back gradually, while protecting the business, your people, and the decisions that matter most. It gives you flexibility without losing oversight or control.
Want to step back without losing control?
A clear succession plan lets you step back gradually, while protecting the business, your people, and the decisions that matter most. It gives you flexibility without losing oversight or control.
Want to step back without losing control?
A clear succession plan lets you step back gradually, while protecting the business, your people, and the decisions that matter most. It gives you flexibility without losing oversight or control.
Worried about business continuity?
A well-considered succession plan provides clarity, reduces risk, and gives you peace of mind knowing the business is prepared for change.
Worried about business continuity?
A well-considered succession plan provides clarity, reduces risk, and gives you peace of mind knowing the business is prepared for change.
Worried about business continuity?
A well-considered succession plan provides clarity, reduces risk, and gives you peace of mind knowing the business is prepared for change.
Q: When should I start thinking about investment advice?
Q: When should I start thinking about investment advice?
The best time to think about business succession planning is while your business is running well. It’s not about stepping away now, it’s about creating options for the future.
Planning early helps protect the value you’ve built and gives you control over when and how you step back, sell, or pass the business on, without being forced into rushed decisions.
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
Our business can run without us now.
“The business used to rely heavily on us being there every day. Granada helped structure things so it could continue operating and retain its value even if we’re not involved. That’s given us freedom we didn’t think was possible.”
James L.
Founder
We had no idea how the handover actually works.
“We’re planning to pass the business on, but didn’t want our children dealing with uncertainty or conflict. Granada helped put a clear succession plan in place so the transition will be fair, structured, and smooth.”
Sarah & Kenny P.
Business Owners
How An Expert Advisor Can Help
How An Expert Advisor Can Help
How An Expert Advisor Can Help
Business Succession Planning Means:
Planning a smooth transition
For business owners, succession planning helps ensure ownership is transferred clearly and on your terms, without disruption.
Planning a smooth transition
For business owners, succession planning helps ensure ownership is transferred clearly and on your terms, without disruption.
Planning a smooth transition
For business owners, succession planning helps ensure ownership is transferred clearly and on your terms, without disruption.
Creating a clear ownership strategy
We assist with structuring how ownership will be passed on, so everyone understands their role and responsibilities.
Creating a clear ownership strategy
We assist with structuring how ownership will be passed on, so everyone understands their role and responsibilities.
Creating a clear ownership strategy
We assist with structuring how ownership will be passed on, so everyone understands their role and responsibilities.
Protecting the future of your business
We help put strategies in place so the business can continue to operate successfully under the next generation or new management.
Protecting the future of your business
We help put strategies in place so the business can continue to operate successfully under the next generation or new management.
Protecting the future of your business
We help put strategies in place so the business can continue to operate successfully under the next generation or new management.
Managing debt with succession in mind
We review debt consolidation and repayment planning to support stability before, during, and after the transition.
Managing debt with succession in mind
We review debt consolidation and repayment planning to support stability before, during, and after the transition.
Managing debt with succession in mind
We review debt consolidation and repayment planning to support stability before, during, and after the transition.
Reducing tax and complexity
Succession planning considers tax implications early, helping minimise unnecessary tax and avoid last-minute decisions.
Reducing tax and complexity
Succession planning considers tax implications early, helping minimise unnecessary tax and avoid last-minute decisions.
Reducing tax and complexity
Succession planning considers tax implications early, helping minimise unnecessary tax and avoid last-minute decisions.
Giving you confidence to step back
With a clear plan in place, you can focus on the next chapter knowing your business and people are protected.
Giving you confidence to step back
With a clear plan in place, you can focus on the next chapter knowing your business and people are protected.
Giving you confidence to step back
With a clear plan in place, you can focus on the next chapter knowing your business and people are protected.
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Get started by booking your Wealth Strategy Session and completing this form. This allows us to pinpoint opportunities, minimise risk and customise a plan that accelerates your wealth growth from day one.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Got Questions?
We’re Here to Help
Q.
What does business succession planning actually involve?
No. Many succession plans aren’t about selling at all. They may involve transitioning to family, management, or simply stepping back while retaining ownership or influence. Succession planning creates options, so you’re not forced into decisions by timing or circumstance.
A.
Q.
What does business succession planning actually involve?
No. Many succession plans aren’t about selling at all. They may involve transitioning to family, management, or simply stepping back while retaining ownership or influence. Succession planning creates options, so you’re not forced into decisions by timing or circumstance.
A.
Q.
What does business succession planning actually involve?
No. Many succession plans aren’t about selling at all. They may involve transitioning to family, management, or simply stepping back while retaining ownership or influence. Succession planning creates options, so you’re not forced into decisions by timing or circumstance.
A.
Q.
What does business succession planning actually involve?
No. Many succession plans aren’t about selling at all. They may involve transitioning to family, management, or simply stepping back while retaining ownership or influence. Succession planning creates options, so you’re not forced into decisions by timing or circumstance.
A.
Q.
Is succession planning only about selling the business?
Q.
Is succession planning only about selling the business?
Q.
Is succession planning only about selling the business?
Q.
Is succession planning only about selling the business?
Q.
What happens if I don’t have a succession plan?
Q.
What happens if I don’t have a succession plan?
Q.
What happens if I don’t have a succession plan?
Q.
What happens if I don’t have a succession plan?
Q.
How long does succession planning take?
Q.
How long does succession planning take?
Q.
How long does succession planning take?
Q.
How long does succession planning take?
Q.
How long does succession planning take?
Q.
How long does succession planning take?
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How long does succession planning take?
Q.
How long does succession planning take?
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Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
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From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
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We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
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Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
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Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
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Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
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