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{"id":10741,"date":"2022-11-14T01:56:32","date_gmt":"2022-11-14T01:56:32","guid":{"rendered":"https:\/\/taxaccountingaustralia.com.au\/\/taxaccounting\/?page_id=10741"},"modified":"2022-11-14T01:58:01","modified_gmt":"2022-11-14T01:58:01","slug":"how-to-pass-your-business-onto-a-successor","status":"publish","type":"page","link":"https:\/\/taxaccountingaustralia.com.au\/how-to-pass-your-business-onto-a-successor\/","title":{"rendered":"How to pass your business onto a successor"},"content":{"rendered":"\t\t
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Putting a succession plan in place helps ensure the future stability of your business when you step aside or if unforeseen events happen.<\/p>

Succession plans should be made well in advance if they are to be executed properly, and legal battles are to be avoided. Further benefits of a succession plan include a smooth transfer of ownership and leadership and job security for your staff members.<\/p>

Decide on your successor<\/h3>

Deciding who will take over from you can be a difficult decision. Start by drawing up a list of people who could lead the business. At this point include all the possible candidates, whether they\u2019re likely to take over or not.<\/p>

Then, look at each person on the list and consider to what extent he or she has shown:<\/p>

  • A passion for the business.<\/li>
  • Business management skills, including financial and human resources management.<\/li>
  • Leadership skills.<\/li>
  • Strong relationships with other employees, customers and suppliers.<\/li><\/ul>

    If one or more people haven\u2019t yet had the chance to demonstrate certain skills, give them a task that involves those skills. For example, this could include introducing a new product line or opening a new store.<\/p>

    After evaluating each person\u2019s qualities, you may have a clear idea of who your preferred successor is, or you might have a shortlist of two or three people.<\/p>

    Analyzing a shortlist<\/h4>

    If the latter is the case, consider whether they could lead the business together as a team. If this isn\u2019t a possibility, take more time to decide who\u2019s the best candidate. Observe each person while they\u2019re working to gain extra insights into their:<\/p>

    • Personality.<\/li>
    • Skills.<\/li>
    • Ability to deal with difficult situations.<\/li><\/ul>

      If you\u2019re having trouble making the final decision, ask for outside help. A person outside the family who knows your business well, and whom you trust, is likely to give objective opinions based on evidence rather than emotion.<\/p>

      Train your successor<\/h3>

      Once you\u2019ve identified your successor, it\u2019s important to train them thoroughly because they won\u2019t have all the necessary skills, expertise, and experience to take over the leadership of the business.<\/p>

      Start by asking your successor to work in each area of your business for a certain period, so that they know exactly what\u2019s involved with its:<\/p>

      • Financial management.<\/li>
      • Sales and marketing.<\/li>
      • Customer services and other operations.<\/li><\/ul>

        Create a detailed training plan<\/h4>

        Develop a detailed training plan that will give your successor access to all the information they need to run the business on a day-to-day basis. Pass on as much of your expertise as possible.<\/p>

        A lot of your expertise will be learned from experience and won\u2019t be written down, so you might not even be aware of many aspects of it until you begin to mentor your successor.<\/p>

        It can sometimes be difficult to give your successor the space to lead, make mistakes, and learn from those mistakes, but it\u2019s essential if their training is to be effective. Be aware that your successor\u2019s leadership style will be at least a little different from your own.<\/p>

        Help your successor to develop skills in areas where they may be weak. Everyone has individual strengths and weaknesses so consider if your successor may need help in a particular area from another person after you\u2019ve stepped aside.<\/p>

        Decide on your future position<\/h3>

        What role in the business, if any, will you have after you\u2019ve retired?<\/p>

        • Will you still be involved to some extent? If so, in what capacity will this be?<\/li>
        • Will it be as an adviser or as a part-time or temporary staff member during busy periods?<\/li>
        • What effect is your presence likely to have on your successor and the other staff?<\/li><\/ul>

          It\u2019s important to address all these questions in advance and include them in your succession plan.<\/p>

          Determine when you\u2019ll step aside<\/h3>

          It\u2019s a wise idea to fix a date when you\u2019ll transfer the day-to-day running of the business to your successor. For example, this could be on one of your future birthdays. According to SCORE, a non-profit organization that provides advice to small businesses, a succession plan should be started fifteen years before this date.<\/p>

          Setting a date gives you time to prepare for retirement, your successor time to prepare to take over, and your other staff time to anticipate a change in leadership.<\/p>

          As the date approaches, it\u2019s appropriate to gradually become less involved in the business\u2019s management as your successor gradually takes over the leadership role.<\/p>

          Plan an exit strategy<\/h3>

          It\u2019s important to plan your exit strategy from the business considering all the tax, investment, and legal implications of transferring ownership. For example, the transfer of ownership may be subject to the gift tax if your successor buys the business for less than its \u2018fair market value.\u2019<\/p>

          Seek the advice of your accountant, lawyer and other advisers, such as business valuation experts and investment professionals.<\/p>

          Find out how you\u2019ll transfer ownership of your business. The most straightforward type of business for transferring ownership is a sole proprietorship because you have the sole right to sell it to whomever you want.<\/p>

          If your business is a partnership or a limited liability company, other rules will apply. In these cases, ensure you base your exit strategy on expert advice.<\/p>

          Effective succession planning gives you the reassurance that your business will be in good hands after you\u2019ve retired. However, it\u2019s rarely an easy task. Begin your succession plans as early as possible and seek as much advice as you need to make the transition as smooth as possible.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Enter your details below and sign up to our course, which also includes FREE template to help you plan your strategy.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Book your free no-obligation consultation and find out how we can help your business!<\/span><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

          Resources How to pass your business onto a successor Putting a succession plan in place helps ensure the future stability of your business when you step aside or if unforeseen events happen. Succession plans should be made well in advance if they are to be executed properly, and legal battles are to be avoided. Further […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-10741","page","type-page","status-publish","hentry"],"yoast_head":"\nHow to pass your business onto a successor - Tax Accounting Australia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/taxaccountingaustralia.com.au\/how-to-pass-your-business-onto-a-successor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to pass your business onto a successor - Tax Accounting Australia\" \/>\n<meta property=\"og:description\" content=\"Resources How to pass your business onto a successor Putting a succession plan in place helps ensure the future stability of your business when you step aside or if unforeseen events happen. 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