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SUCCESSION PLANNING

SUCCESSION PLANNING

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SUCCESSION PLANNING / HANDOVER OF ASSETS & LIABILITIES

  • Business Transition / Exit (full and partial exit)
  • Family/Estate Transition
  • Our Lawyers work with your Accountant (to minimise Tax liabilities) & your Financial Planner (who are the only professional licenced to provide financial advice) to ensure we obtain the best outcome(s) for you
  • We employ a range of smart strategies including Buy/Sell Agreements, Business Transition Agreements, Superannuation Strategies, savvy Will documents and Testamentary Trusts
  • Corporate Governance Management (to ensure your wishes are realised and your best interests are protected)
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