
Supporting you
when it’s time to hand over the reins
Did you know that many businesses don’t have a ready successor, let alone a plan in place to make it a smooth transition that doesn’t affect their bottom-line? Does this sound familiar to you?
One of the biggest sticking points for business owners is the process of handing over the reins to the business when it comes time for them to transition to the next generation of leaders. Whilst it can be tempting to just face the transition when it comes, forward planning and embedding your next line of leaders into the business early, is vital to ensuring any challenges are overcome and your team continue to flourish in the future.
Our team of experienced business advisors can work with you to create an effective succession plan to ensure the best results for both the business, your next generation of leaders and for yourself.

PKF’s experienced business advisors
make succession planning simple
We’ll be honest – the well-trod path you’ve created as the founder of a business will likely shift focus under new leadership. And that’s ok. Having a succession planning expert at hand means we can implement governance, risk, management and reporting systems that may have not been required under current leadership but can help streamline the transition and support the business’ success.
We’ll work closely with you to create a succession plan that ensures the satisfaction, security and peace of mind for your entire family.
Our hands-on approach to supporting you through what can otherwise be a challenging time will ensure your succession plan runs as smoothly as possible.

An effective succession plan
for the long-term health, growth and stability of your business
We’ve helped businesses with a range of succession planning needs. We will work closely with you to determine the best solution for your unique circumstances, whether that be:
- Selling the business
- Creating an effective intergenerational succession plan
- An employee or management buyout
- A structured realisation of assets
- A public listing
We’re prepared to take your business to the next level, so it thrives now and into the future.
Contact us to get started on an effective success plan for your business.
Our Succession Planning Specialists

Andrew Beattie
Director
Antoinette Tatarelli
Partner
Bob Bell
Managing Director - Sydney & Newcastle
Brent Cohen
Partner
Brian Wall
Partner
Chaya Lal
Partner
Daniel Rands
Partner
Dean Pike
Partner
George Athans
Partner
Justin McCartney
Partner
Ross Di Bartolo
Partner
Sara Crevillen
Partner
Sean Dillon
Partner
Shane Jacobson
Partner
Steven W Jones
Partner
Anthony Russo Battagliolo
Partner
Carl Longshaw
Partner
Tony Maclean
Consultant
Dom Cosentino
Managing Partner – AdelaideAdelaide

Liam Murphy
Managing Partner – BrisbaneBrisbane

Ross Di Bartolo
PartnerCanberra

John Swaine
DirectorCentral Coast

Matthew Butler
Managing Partner – Gold CoastGold Coast

Daniel Rands
PartnerHobart

Brian Wall
PartnerNew England North West

Timothy Bow
Managing Partner – MelbourneMelbourne

Steve Meyn
Chairman – PKF AustraliaNewcastle, Sydney

Darren Shillington
Managing Partner – PerthPerth