Business Succession Plans

We develop business succession plans. With broad expertise in commercial & business deals, we’ll help you navigate all of your different options

When it’s time to part ways with your business, we’ll help ensure a smooth transition

Whether you’re preparing it for sale or looking to pass it on to your family, we can provide assistance and sound financial advice.

You’ll work directly with our managing partner, Justin Mastores. With over 20 years of business experience and a focus on commercial deals, he brings an extra level of expertise to the bargaining table.

Helping to secure your legacy.

It’s important to develop a succession plan now, even if you don’t plan to leave for another decade. Most people plan extensively when they’re getting into business, but they don’t realise how much planning it takes to make it out. The process can sometimes take years to get right, so it’s important to put a clear strategy in place now.

We’ve been helping our clients with succession plans for generations. We’ll help you develop a plan for your business and your family when you’re not around anymore, ensuring you have key people in place to keep it running. We’re also experienced at helping you step back from your business in other ways. 


We make sure you’re working with the best advice we can offer when it comes to succession plans & business sales. This area of advisory is handled directly by our managing partner, Justin Mastores. With over 20 years spent advising in the commercial sector, Justin is experienced at managing deals of up to $30 million. He knows when to say yes and when to say no.

Whether you’re aiming to secure your business long into the future, or looking to sell soon, we’ll make sure you have the tools and the expertise to get it right.

The Latest From Our Blog

Mindset and Growth

Millennials are signing up for SMSFs at record rates. But are they getting the right advice?

Been thinking more and more about your superannuation recently? Well if you’re a young person, you’re definitely not alone. Millennials are behind a sudden surge in SMSF sign-ups, quickly becoming the fastest-growing age cohort in the industry, with Gen Z …

ABN Loans
Business Financing

Got an ABN? How to get business financing fast, without all the paperwork!

When you need business financing quickly, filling out mountains of paperwork and digging up old income statements to undertake a credit check can feel like an overwhelming obstacle.  This is especially true if you’re just starting to scale up and …

SME Recovery Loan
Business Financing

Seeking business financing? Get in fast, the SME Recovery Loan Scheme closes soon.

As we emerge from lockdown, you may find yourself considering business financing to bolster your cash-flow or purchase an asset. Well, the window is rapidly closing on one of the best business financing opportunities you’re likely to see for a …

Mortgage Rate
Business Financing

‘Insane’ rate changes signal that it’s time to lock in your loan.

If you’re an Australian homeowner with a split mortgage rate, it’s likely that you’ve had a pretty frustrating week. Currently, fixed mortgage rates are rising and variable rates are fluctuating wildly, as competition between lenders reaches frenzied new heights. It’s …

Tax Agent
Individual Tax Tips

Which tax agent should you choose? The 3 most important things to consider.

Looking for help with your taxes? Smart move, because DIY-ing it is rarely worth it. Yet not all tax agents are created equal. Knowing how to choose which tax agent is right for you can require a bit of careful …

Digital ID
Small and Medium Enterprises

The new Director ID system is here. Here’s everything you need to know.

If you’re the director of an Australian company, then this is something that you need to get around. The government has begun rolling out a new system centred around Director Identification Numbers, and applications for these Director IDs opened on …

Get in touch

We help businesses identify growth opportunities and develop competitive advantages.