Phone: 1300 960 373

Information Case Studies What does Business Succession Planning cost?

My business philosophy is to provide a firm quotation before you commit to engaging my services.

Importantly, the first meeting is free and designed to last as long as is needed.howmuch

At the conclusion of this free meeting, I need to know how many modules are to be utilised.  Having Trust deeds and company schedules available at this meeting is also desirable. Once the scope of work is established I can often provide you an immediate quote of costs. If I need to wait for further documents, I email my quote to you as soon as practible.

While different businesses have vastly different requirements, my time to complete a Business Succession Report ( BSR ) usually exceeds 30 hours.

However, for a very limited work scope, my costs can be as little as $4000.

Before work can commence, an upfront fee is charged.

The balance may then be paid interest-free for up to six months, depending on the amount of the work. Payments are by a Direct Debit schedule from either a Bank Account or Credit Card. If your accounts payable system preferrs an immediate payment of costs as quoted I will reduce my quote by 10%.

These are one-off costs that protect your business, new partners, staff and reputation -  many years into the future.

Why should my consultancy be engaged?  If you cannot afford to loose your business capital; you need to protect it. 


Julie Says

We are in a syndicate raised by us to purchase a commercial winery. Our accountant was concerned about potential withdrawal of capital and the effect this would have on our bank and remaining backers. Jim was asked to come in, sort it out and get written agreement from all parties as to the movement of capital. He delivered everything we needed and more. Every syndicate member was relaxed and so were our bankers. The legal side was set up by a solicitor of Jims suggestion and it was the simplest set of actions for us all to achieve security of investment.