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Business Launch and Succession Planning

For the beginning, ending, and every other stage of your business

New biz launch services and established business succession planning

Whether you're just starting out on your journey, or are looking towards an eventual (and value-laden) exit, Propeller Advisory's business succession planning services are sure to help you.

STRUCTURE ADVICE

Sole trader, partnership, company or trust? We help startups and scale-ups choose so you save time and money, and minimise your tax and risk.

STRUCTURE SET UP

Let Propeller Advisory navigate the complexities of your structure set-up, so you can be assured it's done quickly and correctly.

SYSTEM & PROCESS IMPLEMENTATION

We'll help you design and roll-out systems and processes that meet your unique business needs.

XERO SET UP & TRAINING

Let us create and configure your chart of accounts and set up your data feeds in this leading cloud-based accounting software. Xero training included!

APP STACK ADVICE & IMPLEMENTATION

Launch with the best mix of apps, software and digital tools to run your business smoothly, efficiently and profitably.

CAPITAL RAISING PROCESS SUPPORT

Need to raise capital so your business takes off or grows? Propeller Advisory can support you through the key elements of successful capital raising.

BUSINESS SUCCESSION PLANNING

Improve your understanding of your business' value, realise your valuation goals, and set a clear roadmap for your eventual exit.

TRANSACTION SERVICES

Propeller Advisory can help you assess, plan and manage the sale of your business.

Why Propeller?

Whether you run a startup, a scale-up or are preparing for succession, Propeller Advisory’s team has the skills, expertise and experience to get you the best results.

With offices in Melbourne, the Gold Coast and Sydney, plus the capacity to service any small or medium-sized business Australia-wide, our services are accessible, locally informed and collaborative. We offer:

Skilled professionals who aim to get the best results for you, your clients, and your stakeholders.

A non-judgemental, supportive approach for new business owners. We believe there's no such thing as a stupid question!

Plenty of hands-on support backed up by one-on-one training options so you feel informed, skilled and confident.

Practical, actionable, informed insights and strategies to achieve real business growth, reduce your risks and weaknesses, or achieve the value your business is worth.

Our business succession planning or business launching service will help you identify potential successors, assist in transferring ownership, and develop plans to ensure the business’s smooth, successful transfer or launch.

Our professional service helps businesses develop and implement succession or launching plans. Our service involves assessing your company’s needs at present and formulating the best course of action to minimise expenses and increase revenue while ensuring the business is running smoothly without any hiccups in the machinery.

A business succession planning or launching strategy is important for businesses of all sizes, as it helps ensure the continuity and stability of the organisation. It is especially important for small and medium-sized companies, as the owner is often closely involved in the day-to-day operations, and a change of the leadership or processes after launch can significantly impact the business.

A deep-dive into Business Succession Planning

Our Business Succession Planning service will walk you through the following points that will significantly impact the future of your business.

  • Improve your understanding of your business’s valuation and how that valuation can be improved
  • Identify key business improvement opportunities to realise valuation goals
  • Identify strategies to resolve current risks and weaknesses in your business
  • Identify your most appropriate succession options and establish your ideal successor
  • Develop a clear roadmap with key milestones for achieving maximum value

Your Propeller Advisory business succession planning professional will also lead you through a half-day Succession Planning Sesh, where you’ll define your goals and objectives around your eventual exit from your business.

We will help you:

  • Determine what you want out of your business
  • Clarify your succession options
  • Identify the key people involved
  • Ascertain the timeline and key milestones for your Succession Plan
  • Clarify the various personal, business, financial, legal, and taxation aspects you need to consider
  • Identify the actions and strategies you need to take to make your objectives achievable

Please check back soon for more information about the services Propeller Advisory offers to help plan for the sale of your business! In the meantime, get in touch to find out how we can support you get maximum value for your business.

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