We are a professional consultancy team with long experience in urban, rural and family business ownership, litigation risk minimization advisory, and a history of close cooperation with existing advisors to business owners.
For many years we have worked closely and have developed joint documentation with lawyers who specialise in business succession and estate planning.
As such we bring a broad “big picture” perspective of the risks to your business or your investment that specialists who are expert in one area may not have considered.
And we nail down the details that really matter to our clients when circumstances change.
Our legally drafted Business Succession Agreement, arguably at the forefront of business succession documentation available in Australia, is unique. This BSA is the result of expert legal experience based on detailed instructions generated through a succession planning process.
Documentation of this quality has proven extraordinarily valuable to business owners undergoing a crisis of equity ownership.
We provide an initial written quote of costs for both consultancy fees and legal fees to our clients, to ensure there are no surprises.