FWO Succession Solution
Our comprehensive, structured and inclusive succession solution integrates the following key components of any succession plan giving you peace of mind knowing you are in control of your future.
Funding and Succession
Drive cash flow improvement in your business enabling funding for succession. We will analyse your firms future cash flow requirements and determine optimum funding mixes, as well as some strategies, to drive cash flow improvement that enables succession.
Structuring & Valuation for Succession
We can explain the different types of law firm structures, what key influential factors need to be considered, and how the structure can affect your practices valuation in both the short and long term.
Succession Plan
Whether it’s something that you are currently implementing, or considering in the short or medium term, we can have you plan for succession with how to structure your business and how to fund the succession to ensure that your plan is smoothly implemented.
Retirement Planning
Get yourself well organised personally and financially to make sure you are on track for the future. Retirement planning involves the integration of a range of disciplines, including taxation, debt structuring, succession planning, superannuation, asset protection, wealth creation, estate planning, insurances and personal mental and physical health.
Our Guarantee
Fixed Fees
Your annual fees are fixed and paid monthly over 12 equal payment to smooth out your cash flow. Your fees will only ever increase by 2.5% each year*.
Unlimited Meetings & Calls
You will not be charged any fee for meeting with us or contacting us to discuss any matter whatsoever.
Personally Delivered
Your Annual Financial Statements & Tax Returns will be personally delivered to you, and where this is not possible due to location, then we will meet with you online to run through
On-Demand Webinar Professional Firm Profits
Tune in to hear Matt Schlyder, The Lawyer's Accountant, summarise key concepts from the ATO's Draft PCG and provide insights into how lawyers and Law Firms will be affected by the new rules.
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Different Legal Firm Structures
There are many options available now for structuring legal practices.
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Structuring for Succession
Implementing succession into your professional firm can be an extremely daunting thing. For most, this can be a new experience.
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Decision Making Structures
Many professional firms grow from one practitioner and evolve into a team of silo teams sharing a common overhead structure, but is this really what is best for the firm?
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Incorporated Practice
There are many advantages of incorporation, with the main ones being an ease of succession, asset protection, taxation and cash flow management.
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