Planning the future of your business goes beyond growth and day-to-day operations. It’s about knowing what happens next. At Key Accountants, we help business owners with structured, strategic succession planning to ensure a smooth transition when it’s time to step away.
A strong succession plan gives you peace of mind and protects the value of your business. It also supports staff stability and client confidence during changes in leadership or ownership.
Our Succession Planning Services
- Clarifying your goals and timeframes
- Identifying potential successors (family, internal staff, or external buyers)
- Planning for legal, tax, and financial implications
- Coordinating valuation and ownership transfers
- Reviewing superannuation and estate planning needs as part of the transition
We also work with your legal or financial adviser to make sure the handover process is aligned with your personal goals and obligations.
For additional reading, the Business.gov.au succession planning guide provides a helpful overview of what to consider when planning to exit or transfer a business.
Let us help you take the stress out of the process. Contact us to start a confidential discussion about your business future.
