Services

Business Succession Planning

To ensure the continuity and sustainability of a business, we play a crucial role in guiding owners through the succession planning process. It’s a nuanced service that starts by understanding the current structure of the business and the long-term goals of the stakeholders.

Only then can we recommend succession strategies that align with the business's specific needs. We identify potential successors, scope financial and tax implications and consider funding strategies, and the transition process.

Arrange a Chat

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

© UNICA Wealth Pty Ltd 2023 -

2026

, ABN 14 602 564 509.

Privacy Policy

|

Financial Services Guide