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Succession Planning. Done Properly

We help business owners structure succession arrangements that reflect their intentions, minimise tax exposure, and ensure continuity, working directly alongside Fortuna's accounting and financial planning specialists.

Legal Succession Planning Services

Transitioning a business to new ownership or the next generation requires careful legal and tax planning well in advance. Done properly, succession planning protects the legacy of everything you have built. Done poorly, it creates the disputes it was meant to prevent.

Succession strategy and legal structure: structures that achieve your goals with the right tax outcome.

Wills for business owners: personal wills coordinated with your business succession arrangements.

Estate planning: personal and business assets dealt with consistently and according to your intentions.

Buy-sell agreements: binding mechanisms for ownership transitions documented clearly.

Vendor finance arrangements: financing structures for internal succession transactions.

Family business succession: equitable, binding arrangements that reduce the potential for future disputes.

Legal and Tax Designed Together

Succession involves legal and tax dimensions that need to be designed together, not separately. Our lawyers work alongside Fortuna's accounting and tax specialists to ensure the legal structure of your succession plan achieves the right tax outcome and reflects your complete financial picture.

Family Business Succession Needs Special Care

Succession in family businesses carries additional complexity around fairness, governance, and relationships alongside the financial and legal considerations. We guide families through these conversations with care, helping create outcomes that are fair, practical, and built to endure.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our succession planning lawyers work in genuine partnership with Fortuna's accounting, tax, and financial planning specialists, delivering coordinated strategies that are practical, tax-effective, and built around your specific intentions.

With more than 25 years of commercial legal experience, John brings sharp expertise and practical thinking to every matter - from complex transactions to succession planning that sticks.

John Shingleton

Managing Director - Legal