Business Succession Planning Perth
Planning for leadership transition or business handover? M2 Corporate offers trusted business succession planning services in Perth, helping owners prepare for the future with confidence. With decades of experience in business advisory and accounting, our succession planning services are designed to protect your legacy, minimise tax, and set your successors up for long-term success. Start planning today—speak to our experienced team.
Succession Planning, Simplified
At M2 Corporate, we understand that business succession planning is about more than just stepping away—it’s about securing everything you’ve worked for. As an award-winning boutique firm, we support Perth business owners through every stage of succession with clear, practical advice.
Whether you’re planning to pass the business to a family member, employee, or sell externally, our tailored succession strategies will help you:
- Clarify your goals and timeframes
- Protect your wealth and minimise tax
- Prepare your team or business for transition
- Ensure continuity, growth, and long-term stability
We’re proud to be a winner of Accountants Daily’s 30 Under 30 Business Advisory award and a Xero Gold Partner, trusted by WA businesses for honest, forward-thinking advice.
Our Business Succession Planning Services
Our end-to-end succession planning service includes everything from strategy and valuations to tax advice and stakeholder management. We’ll help you build a practical plan aligned with your goals.
Handing your business down to the next generation requires thoughtful planning and open communication.
We help family businesses navigate the personal, financial, and operational challenges of succession—from choosing the right heir, to balancing fairness among siblings, to preserving wealth across generations.
We’ll structure the transfer in a way that protects family relationships, maintains business performance, and ensures a tax-effective outcome.
Our role is to make sure both the business and the family are well-prepared for the transition.
In some cases, the best successors are already inside the business.
If you’re planning a management buyout, employee share scheme, or internal leadership transition, we’ll help you plan and execute it.
Our team will assess internal capability, structure the ownership change, and work with you to ensure knowledge transfer and business stability.
We also provide mentoring and strategic advisory to prepare internal successors for leadership, ensuring a smooth and confident transition.
If your exit involves selling the business, your succession plan should be built around maximising value and preparing for sale.
We’ll guide you through the process from a succession lens—focusing not just on financials, but also on making the business attractive and sustainable under new ownership.
This includes pre-sale planning, tax structuring, identifying value drivers, and supporting you during negotiations.
We also collaborate with trusted business brokers and legal professionals to ensure you’re supported throughout.
Understanding your business’s value is essential to any succession plan.
Whether you’re transferring ownership internally, passing it to family, or preparing for sale, a reliable valuation will give you the insights needed to make smart decisions.
At M2 Corporate, our valuations are thorough, accurate, and tailored to your industry and circumstances.
We use established valuation methodologies and real-time market data to deliver a realistic picture of what your business is worth—now and into the future.
Hear From Other Businesses
KX Pilates
Mace and Lin are constantly searching for new ways to support my business. Their help is always efficient and friendly. So grateful to have them as part of my success team.
- Kylie Falconer - KX Pilates
Perth is OK!
The team at M2 Corporate have helped streamline our business financials so that we can spend more time doing what we do best.
- Luke Whelan - Perth is OK!
Lifeskills Australia
Great, we love M2, they are really helpful, highly professional, they genuinely care about my business, they want me to be successful, if I’m successful then they are too.
- Lifeskills Australia
Why Choose Us?
Planning for succession is a big step—our experienced team makes it easier, with clear advice and tailored strategies that protect your legacy.
- Award-Winning Advice: We have been recognised by Accountants Daily for Business Advisory, reflecting our strength in guiding business owners through complex transitions.
- Tailored Strategies: Every plan is built around your goals—whether you’re passing the business to family, key staff, or preparing for sale.
- All-In-One Expertise: With in-house tax, valuation, and compliance support, we simplify the process from start to finish.
- Practical, Personal Support: We combine expert advice with empathy, making sure you feel confident every step of the way.
Whether you’re planning 2 years ahead or 10, we’re ready to help you move forward with clarity.
Your business. Your legacy. Our expertise.
Our Google Reviews
About M2 Corporate
At M2 Corporate, we specialise in business succession planning for Perth-based businesses ready to secure their future. As a boutique accounting and advisory firm, we combine decades of experience with a proactive, partnership-driven approach.
We’ve helped family businesses, SMEs, and company directors navigate complex transitions—always with clear advice, trusted expertise, and a plan that aligns with their goals. Whether you’re planning years ahead or approaching retirement, our award-winning team is here to support you through every step of succession.
Your business is more than just numbers—it’s your legacy. We’ll help you protect it.
FAQs
Book a Free Strategy Session
Using our experience and expertise, our qualified team of tax accountants, business advisors, and bookkeepers guides your business towards success.