Business Succession Planning for Perth Businesses
Your business is one of your greatest achievements. Whether you plan to pass it on, sell it, or transition out, having a clear succession plan protects the value you’ve built and ensures continuity for the next generation. Kantor Advisory Group helps business owners create practical, tax-efficient transition strategies that secure their legacy and support long-term stability
Protect Value and Minimise Risk
During Transition
A well-structured succession plan aligns your business goals, financial position, and personal objectives. We guide you through every step, from assessing value and readiness to coordinating with legal and financial partners.
Exit Strategy Design
Create a structured handover plan that meets your goals.
Valuation and Readiness Review
Understand your business value before transition begins
Tax and Legal Coordination
Work alongside accountants, solicitors, and advisors to optimise outcomes
Family Business Transition
Balance relationships and responsibilities through clear governance.
Comprehensive Succession
Support From Start to Finish
Our process gives you clarity, confidence, and control throughout the transition. We help you make informed decisions about ownership, management, and timing, while preserving your wealth andbusiness reputation.
Business exit and ownership transfer planning
Business valuation and due diligence review
Tax and capital gains strategy
Management and leadership continuity planning
Legal and compliance coordination
Family business governance and communication support
Secure Your Legacy
Through Structured Transition
We ensure your business continues to thrive long after your involvement. From grooming successors to managing sale negotiations, we help make the process smooth, transparent, and financially sound.
Successor readiness assessment
Handover and mentoring support
Shareholder or partnership exit planning
Sale or buy-out facilitation
Post-transition performance tracking
5.0
Average Client Rating Across Google And Industry Platforms
I’ve been working with Steve for a while now and honestly couldn’t recommend him enough. He’s been a huge part of helping me grow my business, not just with the accounting side but also with CFO-level guidance.
He helped me set up Xero properly, got my tax planning sorted, and has given me clear direction on how to scale in a smarter way. He always thinks outside the box and genuinely cares about the long-term success of my business.
If you’re looking for someone who knows their stuff and actually supports you through the journey, he’s your guy. Highly recommend.
With Clients Across Australia And Years Of Hands-On Business Advisory Experience, We’re Proud To Deliver Results That Speak For Themselves. From Tradies To Professional Firms, Our Clients Trust Us To Keep Their Businesses Compliant, Organised And Profitable
Average Client Rating Across Google And Industry Platforms
Frequently Asked Questions
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