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Information Case Studies

BizSuccession Case Studies

Some places, names and industries have been changed in the following case studies to protect client privacy. All other details are accurate and illustrate some of the varied situations in which business succession planning plays an important role.

Case Study 1: Seeds of Discontent Split Successful Software Business

Ray and Harry started their software business 14 years ago. It grew into a significant business worth $5M, employing 51 staff, and operating from Adelaide and Brisbane. The four owners (two founders & two spouses) personally own equal shares in their operating company.


Case Study 2: Once Burned, Twice-Shy Financial Advisors Plan To Succeed Together

Four financial service advisors made the decision to set up a new business together. Each owner was experienced in their field. Three of them had emerged from difficult circumstances with previous firms caused by ownership disputes when there were no planned exit methods in place.



Case Study 3: Successful Resource Consultants Rewarded for Long-Term Planning

A science-based professional consultancy in the Australian resource sector began business some 30 years ago. This has grown into a very profitable business, and is well regarded in specialises international circles as well as in Australia. The consultancy was typically engaged and working with high-yield projects.


Case Study 4: Family-Owned Manufacturers Secure Asset and Attract New Management

A manufacturing business was owned equally by three families. Two owners had 15 years of work ahead of them, and one was within five years of retirement. It had a significant work force on the factory floor. Two sons worked in the business.


Case Study 5: Trust Mistakes Could Have Sunk Farming Brothers

A successful couple working in primary industry decided to give a block of land to their two sons to set up a orchard business.

The land was owned by a trustee company as trustee for a discretionary Trust . The shares and directorships had been correctly resigned and taken up by the two sons. Based on this, the sons had borrowed some $800,000 from a big four bank to develop the business. One son also sold an asset and invested in excess of $350,000 to build a home for his wife and two children on the land.


Case Study 6: Winery Thrives Despite Investment Withdrawal

A start-up winery had a highly-regarded proprietor who was able to put a syndicate together to fund in excess of 27% of the initial capital. Because of the quality of these investors, finance was eventually arranged for the balance.



Andrew said

Jim pro­vided very sound and practical advice on what to do if one of the busi­ness partners wanted to leave. His Suc­ces­sion Agree­­ment elim­ina­ted any questions as to what would hap­pen and how it would hap­pen. Thanks Jim.