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Momentum Financial Group

Succession Planning

Horsham and Geelong

In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. The development of your succession plan includes identifying the various options for the future of your business after you retire. You should evaluate each option and put in place the necessary steps to ensure you can attain your preferred approach. Even if the planned date of your retirement is some time away, the steps you take in setting up a succession plan frequently involve implementing sound business principles. With the potential to improve the performance and profitability of your business, why wait?

Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

We recommend you read Succession & Transition.

Contact us at Momentum Financial Group for more information on forming a succession plan that allows for a hassle and stress-free continuation of your business. We can also help you with financial planning and business coaching Horsham and Geelong.