Succession and Estate planning

Successfully transitioning a business from one generation to the next is a challenge even at the best of times.

At the worst of times, it can create conflict that affects relationships within the family for years to come.

While it’s difficult to know where to start, RSM’s experienced advisers will work with you to develop a practical roadmap. We’ll then support you and your family in carrying it out, so you can retire knowing your legacy is protected.

At RSM, we have more than 100 years' experience working closely with family business. We offer professional advice, business solutions and ideas tailored to your needs - built on a relationship of trust and mutual understanding.

We also help with a complete range of complex tax issues, as well as business growth and strategy, digital and cloud accounting, and more.

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The thought of exiting your business often brings up a lot of emotion – regardless of whether you’re passing it to a family member or new owner. It may feel like an enormous weight on your shoulders, which is made worse if there are complex family dynamics at play.

However, succession planning can be hugely rewarding when it’s done right. And the earlier you start, the greater the chance of a successful outcome.

You can rely on us for:

- honest, objective advice
- a practical succession plan
- business restructuring
- minimising any tax consequences, as appropriate
- stakeholder engagement
- support through the transition
- estate planning and the dissemination of assets

Looking for assistance with your succession or estate planning?  
See how the expert team at RSM Australia can help your business by contacting the team today.