Consultations
Succession planning consultations for established local businesses — readiness assessments, family transitions, exit planning, and leadership handovers.
Our consultations are structured engagements for owners who need clarity before signing anything. Each begins with a conversation about your business, your timeline, and who might carry it forward.
Exit Planning Consultation
For owners preparing to sell to an external buyer — timing, deal structure options, and adviser coordination before you go to market.
From $2,400 AUD (fixed fee)
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Family Business Transition Advisory
Structured guidance when passing a local business to a family member — capability assessment, governance, and conflict-aware communication plans.
From $2,200 AUD per month
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Leadership Handover Planning
A ninety-day communication and role-clarity plan for incoming leaders — staff briefings, customer letters, and supplier introductions.
From $3,600 AUD (project fee)
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Succession Readiness Assessment
A two-session engagement mapping your business transition — successor gaps, financial snapshot, and a written 12-month action plan.
From $4,800 AUD (fixed fee)
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