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Succession, Sales & Asset Protection

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Succession, Sales & Asset Protection 2017-05-26T16:38:08+00:00

Succession is a complex process which requires careful strategic planning to reconcile personal and family interests, while building capital value. With the aging baby boomer generation, the next decade will present significant opportunities and risks as a large number of current owners exit their businesses and family companies need to undertake generational change.

Hall Chadwick Melbourne assists clients to develop succession, retirement and estate planning strategies which provide asset protection, wealth preservation, effective change management and help ensure family unity. Our solutions are uniquely tailored to achieve successful outcomes for incoming and outgoing business owners and take into account a wide range of contingencies to meet the challenges associated with succession planning as part of the business cycle.

The business planning and advisory services offered by us include:

  • Succession planning
  • Asset protection
  • Valuations and transactional services
  • Mergers and acquisitions
  • Estate planning advice
  • Superannuation advisory
  • Retirement planning
 To discuss your individual circumstances with an experienced firm please contact Hall Chadwick Chartered Accountants Melbourne.