Succession Planning

Succession Planning Services

Do you have a succession plan for your business? Most business owners don’t understand the importance of succession planning and how it can help, but it’s about time they did. The structure of your business has a significant impact on the way it will operate when you are no longer running it. Whether you want to prepare for the unexpected, or put measures in place for an enjoyable transition to retirement, we can help ensure that your business will continue running smoothly, with, or without you. Whether it’s due to retirement, sale, or death, there will be a time you need to exit your business. When this time comes, having a plan is crucial.

Planning for business succession and peace of mind

Imagine smoothly transitioning both ownership and management succession of your business on your terms, price and timeline. With an effective succession plan, it’s possible. The sooner you get your succession plan in place, the sooner you can get back to your business while you’re still in it, with the peace of mind you deserve.

How Crest Accountants can help

With the help of legal professionals and financial advisors, we have been helping business owners effectively plan their business succession for over 45 years. We’re here to help you plan yours too.

Our Succession Plan Services will help you:

Don’t leave succession planning until it’s too late. Contact us to find out how we can help with your succession success today.

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Lauren Gregory

04:10 20 Jun 19

Recently I came on board as a client, and cannot recommend Angela highly enough. To date, my experience with Angela and the team has been fantastic and I would not hesitate in providing a referral. I have been impressed with the prompt return of calls and emails, and have had all work completed within our agreed time frames. The valuable taxation and small business advice I have received has been incredibly useful and provided me with support and guidance on my personal and business journey. If you are looking for a Tax Accountant or Advisor, don't hesitate in making the move over to Crest.

Danny Ellem

05:07 09 Oct 19

I cannot commend Crest Advisors lending team enough. As first home owners, we found the place we wanted and knew we had to find someone to make our loan happen. Dion & Nat, not only had fantastic communication & correspondance, they worked with us on finding what we wanted and helped us secure our first home. The were patient & explained everything as we were completely new to it all. They gave us direction and guidance in what we needed and were very thorough with what they needed.We cannot thank Dion & Nat enough and highly reccomend them to anyone.

Feng Lin

00:56 03 Sep 19

Very good fellows! Hepled us to start our business in this country and looked after our accounting very well from the first day at low costs!Strongly recommending people to engage Crest Advisors for any business or individual services!

Kelly Penman

07:29 22 Sep 19

An excellent dealing with Natalie from start to finish, she was very patient with me while i was purchasing my vehicle, can highly recommend easy process and great to communicate with .

The Edit Suite

01:20 20 Aug 19

We have had the great experience of working with the friendly team at Crest Advisors and would highly recommend them. Fantastic team, terrific space and caring attitude.

Carla Schesser

05:43 02 Dec 19

I recently worked with Louise on a full website design & build project for Crest Accountants. Throughout the whole process, Louise was highly organised, detail-oriented and super communicative which made the project a massive success.It was apparent from the start of the project together that Louise was passionate about Crest Accountants, the vision and did everything needed to ensure the website was perfect.Thank you Louise for all your efforts and I look forward to working on the next project soon!

Phillip Crawley

12:11 08 Dec 19

Ryan, Nicole & Robert are all very skilled at what they do, highly recommend.

Jed Newnham

23:59 29 Nov 16

I highly recommend Crest Advisors. I have been working with Crest for 4 years and they assist me personally and my business in several areas including Cashflow forecasting, tax planning, business structuring, BAS, Finance, Insurance and SMSF. They provide excellent services and will help you achieve your personal and business goals. Jed Newnham, Managing Director of Newnham Scaffolding