At Forward Path Advisory, we offer tailored business succession planning services to ensure a smooth transition when transferring ownership or control of your business. Succession planning is essential for protecting your business’s legacy, minimising disruptions, and ensuring long term sustainability. Our comprehensive approach covers all aspects of ownership transition, whether you’re passing the business to family members, selling to external parties, or organising a management buyout. We work closely with business owners to establish a succession strategy that aligns with personal and financial goals.

Our services include identifying key successors, assessing the business’s financial health, and implementing strategies to maximise its value. We address tax optimisation, legal structuring, and estate planning to ensure the transition is tax efficient while preserving family wealth. Our goal is to ensure your business thrives post transition, safeguarding the financial well being of both the enterprise and your family. Collaborating with accountants, legal professionals, and tax specialists, we create a comprehensive, actionable plan that covers all eventualities. Whether you’re based in Melbourne or elsewhere in Australia, our experienced advisers guide you through every step of the process, offering personalised advice to protect your legacy.