What is my business exit plan?

Succession planning should apply from the day you consider commencing a business and be revisited throughout your business life.

It is important to establish goals and objectives and look towards the time when you will no longer be operating your business; whether it be from the sale of the business, a transfer of your interest to a family member or perhaps a continuation under a different structure that does not require your day to day involvement.

At ATS Partners we think of succession planning as an evolving process. Enabling the transition of wealth across generations while ensuring harmony, individual growth and a sense of contribution. The outcome of this evolution on you and your business or business interest needs to be considered, discussed and planned, to provide 'peace of mind' as the year’s progress.

A good succession plan can help your business transition smoothly to new ownership or new management. By planning your exit early, you can future proof the capital value of the business and help it to meet future needs.

PHONE us on 02 6056 4866​

How we can assist you:

  • Appraisal of Business structures.
  • Assessment of Wills and Powers of Attorney.
  • Appropriateness of Testamentary Trusts.
  • Ownership and/or control Transfer.
  • Development of future outcomes.
  • Financial Advice.
  • Generation of wealth.

If you want to find out more about your succession journey please contact us here or click here to get a quote.

VISIT 19 Stanley St, Wodonga

PO Box 1003, Wodonga, 3689

PHONE us on 02 6056 4866​

FAX us on 02 6056 6780​

EMAIL the team