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SRF Chartered Accountants, Financial Planning, Business Services, Moree, NSW

Succession Planning

Succession planning is all about planning for your future, and developing an exit plan for yourself in your business. While succession planning may seem like hard work and be put off by a lot of our clients, the reality is many clients feel relieved after they have had the discussion with us, and can see the plan in front of them after the meetings.

Our main goals of succession planning include:

  • Identification of all stakeholders
  • Understanding the needs of all involved
  • Creating a shared vision/purpose for all involved going forward
  • Identification of all key issues surrounding the stakeholders

Once this crucial step has been undertaken, it will be time to implement the succession plan. We can assist at every stage and ensure there is a smooth transition whilst your plan is put into place.

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Contact Details

43 Auburn St Moree NSW 2400
PO Box 591 Moree NSW 2400

Telephone: 02 6752 9700
Fax: 02 6752 4610
Email: office@srfpl.com.au