Succession Planning

Handing over your business is too important to leave to chance.

We help you protect your wealth, minimise tax, and pass the reins with clarity and confidence.

Businesses are built on hard work, loyalty and legacy

When it comes time to hand over the reins, many owners find themselves unprepared. Without clear planning, succession can create uncertainty, financial risk and even family conflict.

At Progress Accounting, we help you plan and manage this transition with clarity and confidence. Our role is to ensure the business is structured in a way that protects wealth, minimises tax, and provides fairness across the family. Every family dynamic is different, so we take the time to guide conversations and create plans that work for both the outgoing and incoming generations.

How we help:

Structuring ownership through trusts and other vehicles to protect assets and reduce tax.
Developing strategies to bring the next generation into the business while protecting existing owners.
Creating clear financial forecasts to ensure the business can sustain both current and future owners.
Facilitating open conversations to reduce conflict and align family expectations.
Building long-term plans to keep the business profitable and in the family for generations.

With lived experience in both running businesses and advising them, Ewen Fletcher knows how important it is to future-proof your legacy. Progress Accounting provides practical advice, financial clarity and a roadmap that gives peace of mind to the whole family.

What Progress offers:

Business continuity. We work with you to develop a clear plan for the future of your business, ensuring owner dependence is minimised.
Sale to the next generation. For family businesses or internal transitions, we assist the founders and the next generation to properly discuss, plan, and implement necessary changes. That means peace of mind for you in retirement as your business continues to thrive.
Estate and wealth planning. We integrate your business succession plan with broader estate and wealth strategies to protect your assets and minimise tax liabilities.
Tax optimisation. We provide strategies to minimise tax on business transfers or sales, helping you keep more of your wealth.
Valuation and sale strategies. If selling your business is on the horizon, we help determine its value and advise on the best approach to maximise its sale price.

It starts with a conversation

Let’s explore how we can help. No jargon. No pressure. Just a clear next step.

Book Your Call

FAQs

How long does it take to finish my end-of-year tax?

We guarantee a 4-week turnaround from the moment you provide us with all your information (and you sign off your engagement proposal) to the time we send it back to you.

Do you provide upfront pricing?

Yes. Every job is quoted before we begin. If a fixed price isn’t possible, we’ll give you a clear range so there are no surprises.

What might I be missing with my current accountant?

If your accountant only does tax, you’re missing out. Warning signs include:

Slow response (weeks to return a call or email).
No clear explanations in plain English.
Tax returns that drag on for months.
No proactive advice on cash flow, growth, or building wealth.

At Progress, you get clarity, speed, and strategies that actually move your business forward.

How fast will you get back to me?

We guarantee a reply to calls and emails within 24 business hours.

Why use a specialist business accountant?

Because business growth needs more than tax returns. At $1 million turnover the challenges change, and at $3 million they change again. Ewen has built multiple businesses himself – he knows the sticking points, the pain, and the opportunities. Our team brings specialist knowledge so you’re not relying on a “handyman” when what you really need is a master builder.

Why Choose Progress Accounting?

Industry insight that matters

We specialise in Trades & Construction, Agriculture, and Self Storage, so we understand the real challenges you face.

Focused on your future

We build strategies that support growth, resilience and smooth transitions.

Straight talk, not jargon