Succession planning

You’ve worked hard to build your business but have you put in place a plan to protect your wealth?

Succession planning

You’ve worked hard to build your business but have you put in place a plan to protect your wealth, your employees, and the future of your business when you leave.

You may have retirement on your mind, want to sell or transition your business, or want to protect it in case you get sick or die prematurely.

Our team is here to do the hard work for you. They have the proven expertise to create a comprehensive succession plan to achieve a seamless transition when the time comes.

We know it can be daunting but you don’t have to do it alone. The Synergy Accountants team will expertly walk you through the process, giving you peace of mind.


Succession Planning Services

  • Retirement planning
  • Selling a business
  • Family transition

Want to discuss how we can help your business?

The team at Synergy Accountants has helped lead myself and my husband into a successful career path through the careful planning and succession plan that was put in place. Having trusted advisors on-hand who understand the rural sector, ensuring a manageable debt-to-equity ratio.

Synergy has been working with our family for the last 37 years. To succeed with the strategic forward planning, Synergy has assisted with bank, equipment lease and finance agreements, and integration of planting programs into cash flow budgets. Great team to work with, definitely reassuring that our company is efficiently operating.

Ben and Kirsty Harm

Benick Farms, Tenthill

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Phone 1300 324 588​

Toowoomba Office:

192 Hume Street Toowoomba, Queensland

Sunshine Coast Office:

Kon-Tiki Business Centre, Tower 2
Level 5, Suite 515 
55 Plaza Parade
Maroochydore Queensland

Liability limited by a scheme approved under Professional Standards Legislation.

Synergy Business Finance ABN 27 649 662 493
Credit Representative Number 532594 is authorised under Australian Credit Licence 389328