Succession and Estate Planning

Succession Planning

Grange Business Partners recognise that everyone must leave their business at some time. We know that a well-thought out and executed succession strategy will make the process as incident free as possible for the outgoing party. Grange Business Partners will work closely with you to tailor an exit strategy that is best for the current business owner.

Regardless of whether the company is transferring from family member to family member or to an outside interest, our team will ensure the smoothest possible transition.

Estate Planning

Estate planning with Grange Business Partners will ensure that your estate is distributed as you intended. Our team will work with you to provide for your family’s needs in the most efficient and tax-effective way.

If you have debts, substantial assets, a superannuation payout due or a family business, Grange Business Partners will analyse your assets and develop the most appropriate strategy for you and your family.

Our “What If” product ensures that your family isn’t left without the vital data they need to access important information if you are no longer able to provide it for them in a timely manner. Our product confidentially stores all information such as wills, details on your lawyers, stockbrokers, financial planners, insurance brokers, insurance policies and other important information which will be provided to your family or executors according to your pre-determined wishes in the event of one of the two certainties in life, the other being tax.