Future-proof your organisation and protect your family’s interests with a comprehensive succession plan.

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

Are you Financially Well Organised? The 10 Key Elements

When you have a clear strategy for each of these key elements you will be Financially Well Organised and you too can have peace of mind your financial affairs are in order.

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Succession Insights