64 Jolimont Street, East Melbourne VIC 3002

Business Planning & Succession

Business Planning & Succession East Melbourne

W Marshall & Associates can also help with your business planning and provide clients with a range of comprehensive services to assist in the management and development of your business.

Help your business grow and let us assist with:

  • A business plan that provides direction for your business, keeps you on track and is usually a requirement when you seek finance
  • A business plan is not just for new businesses but an essential tool for growing your existing business.
  • Budgeting and cash flow analysis
  • Taxation advice and planning

Succession planning

It is inevitable that one day you will leave your business. You may decide to sell up, retire or leave due to health reasons. A succession (or exit) plan outlines who will take over your business when you leave:

  • We can help you plan your business transition smoothly and by planning your exit early, you can maximise the value of your business and help it to meet your future needs.
  • We will make sure your succession plan is achievable and will set a realistic timetable for you to achieve your plan.

Other pages of interest



W Marshall & Associates 64 Jolimont Street, East Melbourne VIC 3002

Important: This is not advice. Clients should not act solely on the basis of the material contained in this Commentary. Items herein are general comments only and do not constitute or convey advice per se. Also changes in legislation may occur quickly. We therefore recommend that our formal advice be sought before taking any action. The Commentary is issued as a helpful guide to clients and for their private information. Therefore it should be regarded as confidential and not be made available to any person without our prior approval.