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Protect Your Legacy. Secure Your Future.

A well-designed succession plan protects the value you have built, supports the people who depend on it, and ensures your business continues to thrive long after you step back.

Business Succession Planning Services

Succession planning touches every part of your business, covering ownership, leadership, tax, legal arrangements, and family dynamics. Our team brings accounting, legal, and financial planning expertise together to cover every angle.

Succession strategy: tailored plans for internal handovers, family transfers, or external sales.

Business continuity: frameworks to protect profitability, clients, and team stability through any transition.

Tax-effective structures: strategies to minimise CGT and maximise small business tax concessions.

Family business succession: guidance through interpersonal and governance complexities with care.

Buy-sell arrangements: clearly documented mechanisms for ownership transitions and exits.

Coordinated advice: accounting, legal, and financial planning working together from the outset.

Plan the Transition Well Before You Need To

The best succession plans are built years before they are needed. Early planning gives you maximum flexibility, the best tax outcomes, and the time to develop the people and structures that will carry your business forward.

Every Angle Covered in One Place

Succession involves legal, tax, financial, and interpersonal dimensions that need to be designed together, not addressed separately. Our team covers all of them, ensuring your plan is coherent, complete, and built to stand the test of time.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our succession planning advisors bring experience across business sales, family transitions, and complex ownership structures, delivering tailored plans that protect your legacy.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest