Succession Planning: Know Where You Stand. Plan Where You're Going.

Where Are You At With Your Succession Plan?

Whether your starting from scratch or reviewing your existing plan, we’re here to help you navigate the process with clarity and confidence.

We Haven’t Thought About It Yet

You’re at the very beginning. That’s perfectly fine. This pathway is about starting the conversation and setting the foundation.

We’ve Thought About It But Don’t Know Where To Start

You’ve had the conversations — maybe even a few plans scribbled on a whiteboard — but things haven’t taken shape. This pathway turns ideas into action.

We’ve Got A Plan But Could Use A Refresher

Your plan exists — but maybe it’s outdated, unclear, or hasn’t been tested. This pathway gives it a practical tune-up.

Kick-Off Meeting

A relaxed conversation to understand your goals, values, and business landscape.

Explore Future Plans

What does “stepping back” look like for you? We help shape that vision.

Design A Structure For Smooth Transfer

Aligning roles, systems, and ownership for handover ease.

Map Out The Financial Path

Tax, super, retirement — all the things that make the numbers work.

Set Up The Legal Framework

Ensuring ownership, control, and transition are documented properly.

Support With Execution

We’re by your side to help bring the plan to life.

Kick-Off Meeting

We review what’s been discussed so far and get clear on your goals.

Define Roles And Responsibilities

Who’s doing what now, and what will change?

Map Out The Plan

Turning vague intentions into timelines, actions, and outcomes.

Risk Review

Identifying the financial, operational or family risks before they arise.

Sort Out Legal And Financials

We coordinate with your advisers or bring our own to the table

Help Implement The Plan

With clear steps and regular check-ins, we help you follow through

Initial Review & Gap Check

A fresh set of eyes to see what’s missing or needs tweaking.

Family Consultation

Making sure everyone understands the plan and feels heard.

Deep Dive Into The Numbers

Checking cashflow, valuations, retirement planning, and tax strategy.

Legal & Documentation Check

Are your agreements current and working as intended?

Ongoing Monitoring

We stay involved to help adjust the plan as life and business change.

Help Implement The Plan

With clear steps and regular check-ins, we help you follow through

You Don’t Need To Be A Lincolns Tax Client To Access Succession Planning

We offer succession planning as a standalone service to any business owner, family enterprise, or individual who needs guidance. Whether you already work with us, or you're completely new to Lincolns, we're here to support you with clarity, structure, and care—every step of the way.

  • Whether you're getting ready to retire, step back, or pass the business on to the next generation, succession planning helps protect everything you’ve worked hard to build.

    At Lincolns, we understand that no two businesses—or families—are the same. We specialise in building tailored succession plans that align with your goals and values. Whether it’s a family farm or a business of a different kind, our team is here to guide you through the process with practical, down-to-earth advice.

    Our goal is to help create a smooth transition that honours both your legacy and your family’s future.

  • Without a plan, succession can create stress, confusion, or conflict—especially when decisions are left too late. A thoughtful, well-structured plan helps keep your family united, your business stable, and your future options open.

    We work closely with you to understand your situation, reduce risk, and bring clarity to what can otherwise feel like a daunting process. Whether your transition is around the corner or still years away, we’ll help you take the right steps now.

  • Succession planning isn’t a one-size-fits-all process - it’s personal. We approach each plan with fresh eyes, taking time to understand what matters most to you and your family.

    Our support evolves with your needs. From family transitions to more complex ownership structures, we help you design a plan that supports long-term stability and peace of mind. With deep roots across WA and decades of experience working with local families and businesses, we’ll help you plan for the future in a way that feels right—both on paper and in real life.

Benefits Of Succession Planning

Reduced Risk And Uncertainty

Smooth Leadership Transitions

Protect Family Values & Vision

Long-Term Stability And Growth

Ready To Safeguard Your Family's Future?

Whether you’re starting early or playing catch-up, we’ll help you put the right plan in place. Contact Lincolns today to create a personalised succession plan that secures your family’s future—on your terms.