Prepare the business for change
Business & Succession Planning
Connect business continuity, ownership and future transitions before a change becomes urgent.
Who it may be relevant to
Different needs, considered in context.
- Business owners
- Partners and shareholders
- Family businesses
What to consider
Questions this service can help you explore.
- The business depends on one or two people
- Ownership may change in future
- Personal wealth is concentrated in the business
How PWG can help
What we work through together.
- 01
Clarify continuity and succession goals
- 02
Identify decisions requiring legal or tax specialists
- 03
Coordinate business and personal planning
This page provides general information, not personalised financial, legal or tax advice. Any recommendation is subject to an appropriate advice process.
What to expect
How the conversation usually runs.
No step is a commitment. You decide what happens next at every stage.
We clarify what continuing the business means to you, and to the people in it.
We identify the dependencies: key people, owners, systems and contracts.
We outline the decisions that need legal, tax or valuation input.
We coordinate the personal and business planning so the two work together.
Before you come in
What is useful to have ready.
Rough figures are fine. Nothing here is a condition for starting the conversation.
- Your ownership structure and any shareholder or buy-and-sell agreements.
- Who is essential to the business running as it does today.
- Your personal goals if you were no longer involved in the business.
Who you may speak to
PWG team members working in this area.
Riaan Labuschagne
Operational Manager | Key Individual
- Operations Management
- Business Operations
Common questions
Questions people ask about business & succession planning.
What is succession planning?
Deciding what happens to a business when the current owner steps back, becomes unavailable, or dies — and putting the arrangements in place early enough to be workable. It covers ownership, management, and the personal consequences for the owners involved.
When should a business owner start?
Long before a specific date. The most useful time is while the business is healthy and there is no pressure: the value is that options can be considered calmly, and the owners can see the personal outcome before it becomes a transaction.
What needs legal, tax or valuation input?
Ownership transfer and shareholder arrangements, buy-and-sell agreements, tax consequences of a sale or transfer, and the valuation of the business and any interest in it. Those decisions require the relevant specialists; the planning role is to frame them and coordinate the financial side.
Would you like to discuss this?
Tell us what you need help with. This is a request, not a confirmed appointment.