Charter Partners

Succession Planning

Planning For Your Future

Ensure the success of your business with a strong succession planning strategy.

Charter Partners has been serving the needs of businesses in Brisbane, Bundaberg, Gympie and beyond since 1932.
Equipped with years of industry experience, our friendly and professional team have the knowledge to establish an effective succession plan for you or your business.

We understand that coordinating the transition of a business to successors can be an arduous process. It is a complex issue that raises many difficult financial, legal, tax and equity issues.
While it may seem like a lot of hard work, devising a well-thought-out succession plan now can ease your worries today and build a resilient business in the future.

We tap into our many years of specialist experience to address the complex areas that surround business continuation. Our goal is to take the stress off your shoulders and make business continuation as seamless as possible.

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What We Can Do for You

Accumulating and preserving wealth involves weighing up various aspects in order to reach the best decision for your business.
Some of the things that you may need to consider include:

  • The business’ ability to function without you
  • Management and employees
  • Non-management shareholders
  • Exit strategies
    Crystallising of value
    Sale of part or whole of the business

Our team can help you look closely into these aspects and resolve any challenges so that you can manage situations, adapt to change and complete the transition as smoothly as possible.

Our main objective is to help you create a sustainable framework for your business’ future. We introduce you to a process that encourages you to think about succession strategically and identify ways to meet the long-term needs of the business.
Our process can help you:

  • Identify your succession goals
  • Determine the appropriate the management approach for both the short and long term
  • Look into exit options
  • Identify any potential succession risks and create plans to address them

When is the Right Time for Succession Planning?

There is no such thing as too early when it comes to succession planning.

In fact, the sooner you plan for the future of your business, the better. This is because with succession planning, your leverage is likely to diminish with time. Ultimately, the decisions you make will impact the future of your business, including your customers and employees. Most importantly, your decisions will affect yourself and your family. Therefore, solidifying a succession plan early on is a practical and logical move.
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Talk to Our
Experts Today

Careful planning is the first step you take towards a strong future.
Talk to our experienced team today about succession planning. We will work with you in formulating a strong succession plan that aligns with your vision and ensures a strong future for your business.
We will help make sure that your hard work will continue to pay off well into your retirement years and even beyond.

Now is the time to gain full control of your business’ future.
If you want to learn more about succession planning or any of our other services, please don’t hesitate to call us today.