Pass on your business while you are alive.

Family business succession.

We will assist you pass control of your business to the next generation while you are still alive.

 

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Ensure your financial security. 

Maintain involvement in your business. 

Transition your business to the next generation. 

Seamlessly transition your business to the next generation.

We will assist you to pass control and ownership of your business to your children while you are still alive, and in a way that benefits both your generation and the next. 

You have built a successful business and now have the financial security to step back and let your children take your business to the next level. However, transferring ownership and control is complex, with legal, tax, and family dynamics to consider. We will assist you to pass control over your business to the next generation in a controlled and structured way. 

With a clear succession plan in place, that balances your ongoing financial security against your children’s autonomy, you can step back and watch with pride as the next generation takes your business to the next level. 

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Start your succession plan today. 

Call us now to talk about your options to seamlessly transition your business to the next generation. 
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It’s time to hand over the reins. 

Not everyone wants to wait until they die to pass control of their business to the next generation. In fact, waiting until then may be too late. We will help you pass the reins to your business to your children while you are alive and in a structured and controlled way. 
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Your enterprise should not be left to fade away after you pass away.

Your life’s work has not just been about building a successful enterprise. It extends to building the capability and drive of your children to step forward and take your business to the next level of growth and prosperity. Your enterprise should not be left to fade away after you pass away. It should live on for generations. 

You’re a successful entrepreneur who has worked hard to establish and build an enterprise you are proud of. You would like to start to pull back and let your children step forward to take your business to the next level. 

You’re concerned to maintain enough involvement and control over the business to ensure your financial security. You also want to ensure your children are fully capable of guiding your business through future opportunities as well as the inevitable challenges. You realise that if you don’t step back now, you risk alienating your children and failing to transition your business into a multi-generational enterprise. 

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Don’t miss your opportunity.

You want to transition your business to your children during your lifetime, but need to balance their need for control with your need for ongoing financial security. You need a clear, legally sound succession plan that keeps both generations happy. 

If you don’t take the initiative and step back now, you risk dampening your children’s entrepreneurial drive. If you let frustration build, you may ultimately alienate your children and miss the opportunity to create a truly multi-generational business. 

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Creating your multi-generational business legacy. 

We will help you craft a succession plan that properly recognises your significant financial investment in your business, while at the same time providing your children with genuine exposure to the ‘upside’ (and ‘downside’) of their greater involvement. We will also ensure that you retain the necessary involvement in the governance of your enterprise so that you can continue your invaluable guidance and mentoring into the future. 

We will help you successfully transition control of your business to your children while you are alive. We will provide you with clear alternatives, guide you through the many potential pitfalls, comprehensively document your choices, and assist you in setting up the next generation for continued success. 

With your children safely installed in positions of greater autonomy and responsibility, but with appropriate protections in place to secure your financial well-being into retirement, you can start to fully enjoy the fruits of your hard work. 

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Our Family Business Succession Process

Follow these simple steps towards a future you’re in control of.

Step 1

Discovery

We’ll meet with you to understand your business structure, family dynamics, and both generations’ goals and concerns.

Step 2

Strategy

We’ll develop a tailored succession plan that addresses ownership, control, governance, and wealth transfer strategies.  

Step 3

Documentation

We’ll draft all necessary legal agreements to formalise the succession plan, including shareholder agreements, trusts, and tax planning structures.

Step 4

Implementation and Support

We’ll guide both generations through the transition process, providing ongoing advice to ensure the succession plan works as intended.

Build your legacy now, secure your family’s business future. 

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Our experienced business succession lawyers. 

We understand how important your business is to you, your future financial security, as well as your family’s values and identity. Successfully transitioning your business to the next generation will represent the pinnacle of your lifetime’s work.

Over the past 25 years, we have helped countless entrepreneurs such as you implement a transition in control and ownership of their private enterprise. We have also worked with families over decades to build capacity within the next generation to successfully take over the reins. 

We’ll help you create a succession plan that honours your legacy while securing your family’s future. 

Kasia Maczuga
Kasia Maczuga
Contact Kasia
Catherine Fairlie
Catherine Fairlie
Contact Catherine

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We’ll achieve this by sticking closely to the following key principles

Take the time

We’ll listen carefully to understand what you want to achieve. Then we’ll thoroughly explain our advice and step you through the documents. You can be sure you’ll know the full consequences.

Work as a team

Someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.

Shared knowledge

One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.

Stick to our knitting

We only do what we’re good at. You can be confident that we know what we’re doing and won’t pass on the cost of our learning.

Transparent pricing

For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you’re in a dispute, we’ll map out the process and costs so you know what to expect.

It's your show!

We’re not in this game for our egos. We’re in it for a front row seat to witness your success.

Fixed-fee pricing 

We understand that business succession planning is a significant investment in your family’s future.  

Following our initial consultation and assessment of your specific business structure and needs, we’ll provide you with a comprehensive Work Proposal detailing:  

 

  • The full scope of succession planning services 
  • Clear fixed fees for each stage of the process 
  • Realistic timelines for implementation 
  • Our fixed fair fees mean no surprises.  
  • All consultations, document preparation, meetings, and implementation support are included in the price we quote you. 
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Take the first step

Call us now to book an appointment with one of our experienced estate planning lawyers.

We’ll discuss the best way to pass on your wealth, and gain peace of mind.

1300 654 590
wehelp@adlvlaw.com.au

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