Succession planning is one of the greatest challenges facing small to medium  enterprises, especially Family businesses.

Transition Partners expertise, proven processes and personalised support delivers definite outcomes for clients in a reasonable timeframe whilst maintaining family and business harmony throughout the process.

Our Estate Planning services enable individuals to protect both their wealth and Family legacy and establish plans that truly reflect their wishes and aspirations.

Our planning services are tailored to deal with the complex array of Family business issues through a structured transition management approach.

The objective is to take a cohesive and holistic approach to the protection, sustainability and development of your human, business and family assets.

Typically, there are three governing documents that may codify the agreements reached by the stakeholders:

• Family Business Charter

• Equity & Succession Deed

• Deed of Family Arrangement

• Estate Planning documents