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Business Succession Planning

Planning for the future of your business is essential to protect your hard-earned success and secure your legacy. At Robbins Watson Solicitors, our experienced team provides comprehensive business succession planning services to help you navigate the complexities of succession with confidence.

Our Business Succession Planning Services

We offer a range of tailored services to support your succession planning needs, including:

  • Succession Strategy Development: Crafting strategies to ensure a smooth transition of ownership and management, whether due to retirement, sale, or unforeseen circumstances.
  • Business Valuation Assistance: Collaborating with valuation experts to determine the true value of your business for effective succession planning.
  • Buy-Sell Agreements: Drafting and reviewing buy-sell agreements to address ownership changes and minimise disputes.
  • Shareholder and Partnership Agreements: Creating agreements that outline decision-making processes, ownership rights, and succession pathways.
  • Asset Protection and Risk Management: Advising on strategies to protect business assets and minimise potential risks.
  • Estate Planning Integration: Coordinating business succession with your personal estate planning to safeguard family wealth and business continuity.
  • Tax Planning and Structuring: Collaborating with tax advisors to develop tax-effective succession solutions.
  • Exit Strategy Planning: Assisting with the preparation and execution of exit strategies to maximise the value of your business.

Why Choose Robbins Watson Solicitors?

  • Experienced Team: Our solicitors possess extensive experience in business succession planning and understand the unique challenges faced by business owners.
  • Holistic Approach: We provide integrated advice that considers both personal and business circumstances.
  • Future-Focused Solutions: Our strategies are designed to secure your business’s long-term success and protect your legacy.

Secure the Future of Your Business

Effective succession planning is crucial for protecting your business and its stakeholders. Trust Robbins Watson Solicitors to guide you through the process with confidence. Contact our business law team today at 07 5576 9999 to discuss your succession planning needs.

Meet the team

Marcus Woodfield

Partner

Connie Ung

Partner

Andrew Smyth

Consultant

Why choose Robbins Watson Solicitors?

Discover what makes us different.

Experience you can count on

With over 60 years in business, we position our clients and their businesses with the best advice to enable them to prosper.

We’re committed to you

We recognise your needs, assess specific priorities and objectives and develop strategies to meet them.

Enduring relationships

We generously invest time and expertise to understand our clients and build beneficial long-term relationships.

Efficient teams

We embrace technology to ensure our clients outcomes are delivered quickly, efficiently and cost-effectively.

What our clients have to say

As first home buyers Emma from Robbins Watson made the experience stress free. With her professional service and excellent knowledge of industry. Couldn't recommend her more. Thank you!

Kimberley G

Very pleased with this firm and the outcome we received. Highly recommend Robbins Watson for any Family Law matters.

Cate B

Sean and his team have always been incredibly supportive and knowledgeable. Couldn’t recommend Robbins Watson Solicitors more!

B.M.

I recently had the opportunity to work with Alexandra Coyle, and I couldn't be more pleased with the experience. From the outset, she demonstrated exceptional professionalism and a deep understanding of the legal issues involved which was very reassuring. I felt well-informed throughout the process, and she worked tirelessly to ensure a successful outcome for me. I’m glad I reached out to this firm. Thank you for making a challenging situation so manageable. I highly recommend Alexandra for anyone seeking reliable and empathetic legal assistance.

Justyna B

I was so pleased with Bell’s work. I found her easy to get along with, explain things clearly and make the whole process calm. I would recommend her to anyone going through an estate dispute.

Taylah C

Marcus, thank you again for your support throughout the settlement process, we very much appreciate your professionalism, advice and communication from start to finish! We would be happy to recommend Robbins Watson to our family and friends.

Angela

Good morning – just wanted to send a quick email off and let you know how impressed (my wife and myself) have been with Emma – We have bought a couple of properties up there over the last year or two – we’re from Wagga Wagga, NSW and are relocating up there at the end of this year. Emma has been absolutely fantastic to deal with and we couldn’t be happier!!! It makes things really easy when you have someone on the ball like she is – so yeah, just a quick ‘Well done’ – thanks so much, we really appreciate it and keep up the good work!

Jarrod

Thank you again for your services, I cannot fault you and your team. You are always such a pleasure to deal with and make what would normally be a stressful time, quite the opposite.

Emma (& Helen)

Please extend my warmest thanks to All that have assisted me. You all have made the process of dealing with Wills, selling property, and soon with my own Will and things. Robbins Watson have exceeded my expectations in ability, personal interactions, pleasant meetings; in short, you are my Solicitors of choice, and I say so to any and all.

George

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+61 7 5576 9999

Frequently Asked Questions (FAQs)

What is business succession planning?

It is the process of preparing for the transfer of ownership or management of your business to new owners or successors, whether through sale, retirement or incapacity.

Why is a buy–sell agreement important?

A buy–sell agreement sets out what happens if a business owner dies or leaves, providing for the sale of their share and funding arrangements so the business can continue smoothly.

How can insurance fund succession plans?

Life, disability or trauma insurance policies on the business owners can provide funds to buy out a departing owner’s interest without placing strain on the business cash flow.

Should succession planning be part of my estate plan?

Yes, integrating your succession and estate planning ensures that your personal and business assets are distributed according to your wishes and that the business remains viable.

When should I review my succession plan?

Review it regularly and whenever there are changes in ownership, family circumstances or business structure to ensure it remains current and effective.