Succession Planning Accountant Melbourne

Future-proof your business with a succession planning accountant

When should corporate succession planning begin for your business? When you start it! When building your business, you should do so by considering how it will run without you. This can be done by planning for succession from the beginning. If you’re looking for dedicated succession planning services in Melbourne, contact the succession planning accountants at PCR Accounting & Advisory today!

— Future-proof your business with our succession planning services

A successful succession relies on an effective plan. Our succession planning accountants use effective, tailored succession planning strategies to help you understand your options and reach your goals.

Your business has your blood, sweat, and tears poured into it (in most cases, literally). So it is imperative to create a succession plan to transition the business into a new life without you.

We understand this can be hard, as a lot of people have a business longer than they have children living at home. It is a large part of your life, and you want to make sure it’s looked after, so contact a succession planning accountant from PCR about succession planning accounting.

Succession Planning Accounting 101

We use succession planning best practices to help you identify an individual or a talent pool of people who are a good fit to take the reins of your business. Whether it’s a family member, employee, business partner or outside buyer, a succession planning accountant will work with you to make sure they have the skills and experience to do the job.

Knowing how much your business is worth is essential. We help you value your business early and regularly to ensure your succession planning framework is accurate and relevant. While it may change substantially before you plan to leave, a good valuation will assist with your succession planning.

When you undertake succession planning accounting with PCR, we make sure your business won’t be left in distress. We work with you to highlight any possible financial or operational issues that may be present before you handover and help create a process to resolve them.

You can’t be expected to know the legalities of succession planning, that’s why we’re here. With our succession planning accounting, we make sure you understand the legal requirements in relation to new ownership and help you identify any structural changes that may need to take place.

Our team of succession planning accountants work with you to set a realistic timeline for the transitions to take place. Nothing happens overnight, and nor does succession planning, so our succession planning services can help you consider the transfer of responsibilities and ownership to allows for a smooth process.

Succession planning accounting requires significant time, detail and consideration. The best course of action when succession planning is to consult a professional. PCR’s dedicated succession planning consulting will assist you in future-proofing your business.

Start Thinking About Business Succession NOW

We will tell you the truth even if you don’t want to hear it because, even if it isn’t great to hear, we will be able to help you build a plan to exit or grow to exit if that is required.

Our succession planning framework is tried and tested so you can be confident in your company success and know your assets are protected far into the future.

The best day to start thinking about a management succession plan for your business is today. It is never too early and should be part of your strategic executive succession plan for the business moving forward. Our succession planning accountants can get you there.

Planning for Succession

At PCR, we have a deep understanding of succession planning best practices and succession management, which means we can help you explore your options and discuss what you want to achieve should you ever not be around or able to do so.

With the help of a succession planning accountant, we can create a family business succession plan that will protect your operations and provide the best chance of company success when you are no longer at the helm.

A PCR Succession Planning Accountant Will:

Provide honest, no-nonsense advise and coaching and promise to tell it like it is.
Use succession planning strategies that help you understand your options and reach your goals.
Create a succession plan that keeps your business thriving when you’re not at the helm.

Smooth Succession = Business Success

Don’t let your ambitions down with a poor approach to succession planning, implement a succession plan strategy to protect your business today, so you can feel in control and confident moving into the future. Don’t forget to look into our estate planning services as well. Simply get in touch with PCR Accounting & Advisory today and ask us how a succession planning accountant can help future-proof your business.

Owner of PCR Accounting & Advisory, Peter Marmara-Stewart is a SAPEPAA foundation member and accredited advisor specialising in strategic business advice, asset protection & structuring and cashflow maximisation. Click here to find out more.

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    Melbourne: 03 9847 7516

    Morwell: 03 5134 1778



    Suite 98, Level 27/101 Collins St, Melbourne VIC 3000

    26 Buckley Street, Morwell Vic 3840