Business Succession Planning

Business Succession Planning

Planning for the future of your business is one of the most critical — and often most overlooked — aspects of a business’ continued success and legacy.

One of the biggest challenges owners face is determining the most effective way to extract the full value of their business, in order to secure a stronger financial future. Without the right strategy, years of hard work can be undermined by poor planning, unexpected tax implications, or missed opportunities.

At Three Chairs Financial Services, we specialise in business succession planning, bringing years of expertise and a deep understanding of the complexities involved. Our tailored approach helps you navigate not only the financial aspects but also the emotional and tax considerations that come with transitioning out of your business.

It's Never Too Early to Plan

Whether you’re considering selling, passing the business to family, or simply want to understand your options, we’re here to help you make informed decisions with confidence.

Early planning allows you to shape your business with the end goal in mind, positioning it for maximum value when the time comes to step away.

Get in touch

Are you ready to see what your financial future looks like?

 

To better understand your financial tomorrow — you need to know where you are today. Click on your life stage so we can get an idea of how best we can help…

20s - 30s | Starting Out

Starting Out | (20s-30s)

20s - 30s | Starting Out

30s - 50s | Building Wealth

20s - 30s | Starting Out

50+ | Planning For Retirement

20s - 30s | Starting Out

67-80 | Enjoying Retirement

20s - 30s | Starting Out

80+ | Twilight Years

Book a kick-off meeting today

Our initial meeting is much more than an introduction — it’s an in-depth session to understand your situation and uncover what truly matters.

It’s also your chance to ask us anything.

Book now

With a $500+GST upfront fee, we’re committed to delivering real value and complete transparency from the outset.