Succession Planning for Business Owners and Family Enterprises
The business you’ve built should outlast the decisions you’re avoiding right now.
We help you plan the handover, whether that’s to family, a partner, or the next generation, before it becomes urgent.
What's Included
What our Succession Plan Includes
A real succession plan covers more than who takes over. It covers how the handover actually works.
Clear Roles & Responsibilities
Everyone involved, family or not, knows exactly what they’re responsible for during and after the transition, so authority isn’t assumed or contested.
A Realistic Timeline
Not a vague someday. A timeline with actual milestones, so the transition happens deliberately instead of being triggered by an emergency.
Governance That Works Day-to-Day
Decision rights, reporting lines, and how disagreements get resolved, set out before they’re needed, not worked out in the middle of a dispute.
Financial Clarity on the Transition
What the transition actually costs, how it’s funded, and what it means for everyone’s tax position, understood upfront rather than discovered after the fact.
How we work
Getting the Business Ready
A successor can only take over a business that’s actually ready to be handed over.
Systems
Not reliant on what's in your head
Team
Capable of running without you in the room
Reporting
Clear enough for a successor to trust
Systems
If the business only runs because you know where everything is, it isn’t ready to hand over. We help you document what needs to be documented so the business runs on process, not memory.
Team
A successor needs a team that can actually deliver without you standing over every decision. We help build the delegation and accountability that make that possible.
Reporting
Whoever takes over needs to trust the numbers they’re inheriting. Clean, reliable reporting is what lets a successor step in with confidence instead of guesswork.
Andrew Mattner
Founder
Daniel Lalic
Director
Christian Sloniec
Director
Your Advisors
Meet Your Adelaide Business Advisors
Frequently Asked Questions
What's the first step in succession planning?
A straight conversation about where things stand today: who's involved, what the timeline looks like, and what you actually want the outcome to be. From there we map out what needs to happen and in what order.
How long does a succession plan take?
It depends on the complexity of the business and the family situation, but most succession plans are built over months, not weeks, and the transition itself often plays out over several years. Rushing it tends to cost more than it saves.
Can you help with farm succession specifically?
Yes. Farm succession has its own considerations around land, multi-generational ownership and trust structures, and it's an area we work in regularly with agribusiness clients.
How do we manage family dynamics?
Carefully, and usually by getting the practical decisions, roles, timelines, and financial clarity, settled first. A lot of family tension around succession comes from unresolved practical questions rather than personal disagreement, so addressing those directly tends to ease the rest.
Take the Next Step
Get Started With Our Succession Planning Team
The best time to plan a succession is well before you need one. Let’s start the conversation now, while you still have the luxury of time.