Seamless business succession starts here.

Transfer your business's values, goals and assets onto the next phase with detailed business succession plans.

Schedule your appointment with a financial adviser.

Trying to figure out your exit strategies if anything is to happen to your business, yourself, business partners or any key person in your business?

Succession planning isn’t just about selling shares or handing them over; it's also about insuring what happens if you or your business partners become handicapped, die, or decide to leave suddenly due to an unforeseen event.

Create & Protect Financial Planning ensures that you and your successors get the most out of your business. In most private organisations and family firms, succession planning entails preparing for the sale of the company or the transfer of control to other family members after one or more of the owners retire. Realizing assets, retirement planning, and estate preparation are all possibilities. A sound tax governance framework can assist in navigating the tax implications of succession planning..  

 

Curious to know more?

Get familiar with our business succession planning services by discovering additional information from our FAQ's.

 

Why do I need a business succession plan?

Businesses who don't apply holistic, long-term views during these transformational stages miss out on opportunities and fail to capitalise on the true value of their business. Having an impartial third-party who is trained to analyse, strategise and forecast plans can ensure that these profits are collected.

 

What are the steps of business succession planning?

Great business succession planning adapts and changes to the unique needs of the business and therefore the steps are different each time. Our team identifies integral parts of the company, seeks to become fluent in the company’s vision, evaluates employee capabilities and develops succession and knowledge plans which are effectively liaised with all parties involved.

 

I'm not ready to sell my business. Is it too early for a succession plan?

It's not just about selling or turning over shares when it comes to succession planning; it's also about ensuring what happens if you or your business partners become disabled, die, or decide to depart suddenly. Our financial advisers will help you set up strategies to ensure peace of mind if anything were to happen to you, your business partners or any key person in your business.

 

Ready to kick start your financial quest?

If you're interested in learning more about Create & Protect Financial Planning services or simply want to chat with a member of the team, get in touch with us.

Testimonials

Business succession planning can be quite profitable, as experienced by these opportunists.

Bassel

South Morang, VIC

" Create and Protect were nothing less than amazing in assisting me. The team truly relieved me of my stress and streamlined my finances and investments, personalising everything to suit my individual needs and circumstances. I would highly recommend Create and Protect to anyone looking to secure their future finances and investments."

Yvette

Hallam, VIC

"Had such an amazing consultation. Very ethical, upfront and offer sound advice. Abdul has given us such great ideas to grow our business."

Janet

Healesville, VIC

"We have been with Create and Protect Financial Planning for a couple of years now and are highly satisfied with how they have set up a SMSF and other investment strategies for us. Our only regret is that we wish someone had of recommended them to us sooner."

Morris

South Morang, VIC

"I have been a Create and Protect client for six years now. They are currently managing my debt, insurances and superannuation, and I’ve been seeing real progress year after a year. I am highly satisfied with their service and recommend them to anybody else looking for trustworthy financial planners who genuinely look out for your best interests."

Akram

Narre Warren, VIC

"Abdul and his team have been assisting my family for the last 3 years. They're very approachable and have always provided good, easy to understandable advice. I have referred friends to Abdul and will always do that."

Tom

Mooroolbark, VIC

"Very happy with Abduls advise and knowledge. Helped us understand clearly what we were doing and what was going to happen going forward."

Panagiota

Doreen, VIC

"In a world where it’s difficult to trust who you take advice from regarding your family’s financial future, Abdul and his team are a breath of fresh air. We have never experienced such professionalism, attention to detail, thoroughness and accurate guidance in order to work together to produce a working plan for our future.”

Katarina

Glen Iris, VIC

“I would not hesitate to recommend his services. A simple consultation could change everything for you. So much gratitude for Abdul and his team. A special shout out also to David who worked tirelessly to coordinate an investment loan for us and Fay who always makes sure everything is on track at all times. Thanks everyone!"

Leo Mancini

"Abdul and the team are fantastic!
They have nothing other than the best interests for you and your money to do well. They are very knowledgeable and approachable when questions need to be asked. I highly recommend them to anyone."

Donna Cargill

"Really happy with the advice and service we have received from Abdul and his great team and Create and Protect over the last 12 months. Only wish I’d done it sooner. "

Ghadeer Ali

"When I am after professional knowledge and learning the best about the financial planning industry, I remember Create and Protect Financial Planning.
Integrity, professionalism, and experienced team members. "

Mandy Morrisson

"Create and Protect Financial Planning has been essential in planning our superannuation and ultimately our retirement. David’s advice and recommendations have been crucial in our decisions. I couldn’t recommend Create and Protect Financial Planning highly enough."

Mary Santos Heu

"Stephanie is knowledgeable of products and services which is key for us to understand the options that we have and the steps we should take. She has been so patient in explaining every detail that we don’t understand. It’s really great to have found someone reliable and someone who can be trusted with your finances. "

Oduse Bankole

"All my thanks to Katie for the wonderful trading and profit increases she has done for me. She helped me make a lot of profit on binary and crypto investment with her expert strategies. Don’t miss out to contact her. "

Edidiong Sunday

"I have been using this platform together with the most recommended Forex strategy on the internet and so far I have no complaints. Thank you Stephanie for your tremendous help in my account, without your diligence, hard work, late nights, I wouldn’t have been able to earn in the market.
Excellent work!"

Freda Damtsis

"David has been amazing with mine and my family's finances. He will always get back to you, no matter if it is the weekend. Sometimes I feel a bit guilty doing this but he puts my mind at ease with his help and then I can stop stressing about things and enjoy my weekend as well. He knows what he is talking about and he makes you feel comfortably secure in knowing that your finances are well looked after. Good work David!"

John Remy

"The professionalism and experience we had after engaging Create & Protect has been amazing. It is great to see the value they have provided with a simple plan to achieve our goals. Highly recommend Create & Protect for anyone requiring assistance."

Paul Hodges

"Thank you David for your advice and effort getting my investments sorted out. Create and Protect took the time to work with me on my long term objectives and provided great advice. Many other companies claim to have your best interests in mind but are really only looking out for themselves."

Anita Maretic

"David made it super easy for a non-finance person like myself to understand and plan my Superannuation goals. David is very professional, great at his job and focused on a strategy which was suited to my unique circumstance."

David Sharp

"I would highly recommend David and the team at Create & Protect Financial Planning. David has assisted us with our financial planning needs. He has assisted us throughout the whole process ensuring positive outcomes are achieved. He provides regular updates on our superannuation / investments, always looking at the best solutions to suit our ongoing needs."

Richard Foster

"A big thank you to Abdul who personally saw to my inquiry. He took me through my requirements and sat down and explained in detail and language that I could understand making it easier for me to take charge of my finances. His team at Create and Protect went above and beyond to assist me setting up my super and gave me the advice I needed on how to invest for my future. Abdul didn't just pass me on to an adviser but guided me through the process and worked tirelessly to ensure I was set for my tomorrow. "

Inas ZainEddine

"Create and Protect have not only met but exceeded our expectations. They take the time to really know their clients, they explain complex financial structures in rather simple and easy to understand language. This give us every confidence that not just our financial and life style goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or explain options. Highly recommended. "

Brett Mason

"My Wife and I are very happy with the excellent service of a certain employee of Create and Protect David Livshiz. We have found David to be a man with a great attitude, and very helpful in all areas of our financial needs. Nothing is a problem to David as he sorts out issues very promptly .
David is man of integrity and very approachable, WE HIGHLY RECCOMMEND HIM ."

Jordan A’Vard

"I want to extend a big thank you to the team at Create and Protect, in particular Paul, for his support and hard work in helping us to set up an education fund for our new-born son. His ongoing communication with us, and research conducted to help find us the best product was hugely appreciated."

Samuel Vulis

"Very professional and experienced company.
My financial planner David really takes the time and invests himself in his work and his clients. Has worked wonders for me! "

Jenny Booth

"Have been dealing with Paul for a while now, he's very knowledgeable and patient. Happy knowing our finances are in good hands. Highly recommend Create and Protect to look after your finances."

Sam Suraj Mathews

"It’s rare to find people creating business’s that are truly structured around helping individuals achieve more in life. We found Synthia to be a consummate professional who listens, cares, digs deeper and gets to the root of what we want to achieve and why it’s so important. The excitement and effort she’s put into us and our goals is what makes her different. Since engaging Synthia, we’ve gone from not having much idea of our financial situation to a person who has clear and meaningful financial goals. "

Brett Hinge

"All I can say is get onboard, I am one of the biggest doubters and believe everyone is out to scam me but these guys have proved to me time and again that they actually want to help you with your future and protect the assets you already have. Special mention to David Livshiz and Steve Troszcys who I have to say have been amazing for me and sorry for being so annoying, for that you guys get five stars and an extra "

Gar Gavino

"To David Livshiz and Abdul, you did an amazing job to us for making it happen on our insurance claims. Thank you so much for all your effort, patience and diligent response."

Miriam Clappis

"Create and Protect have been fantastic. They have great service and a very knowledgeable and experienced team."

Dale Shears

"Abdul and his team are very professional and approachable. Helped us to set and achieve goals financially. Great team."

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