Succession Planning for Family Owned Businesses Series 

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Planning for the future of a family-owned business can be complex. From deciding how the business will be structured and preparing the next generation, through to managing ownership, assets and estate planning, having a clear succession plan can help ensure a smoother transition and protect the future of the business.

The Wine Grape Council of South Australia is proud to partner with Mellor Olsson Lawyers to provide WGCSA members with this practical 10-part Succession Planning series.

Prepared by Mellor Olsson, the series explores the key legal, business and family considerations involved in succession planning. It is designed to help family-owned grape and wine businesses start important conversations, consider their options and take practical steps towards planning for the future.

Explore the 10 chapters below and download each guide for more information.

The series covers:

• Business Structures
• Creating an Effective Succession Plan
• Integrating Non-Family Members into the Family Business
• Considering the Sale of a Business
• Governance, Employment and Equity in Family Business Succession
• Transitioning the Current Generation Out of the Business
• Succession to the Third Generation
• Asset Protection Considerations
• Will and Estate Plan Considerations for Business Owners
• Final Considerations

Each chapter provides practical information and considerations to help business owners and families start conversations, understand their options and plan for a successful transition.

These resources provide general information only and are not a substitute for professional legal advice. Businesses should seek advice specific to their individual circumstances.

Contact Details:

W: https://www.molawyers.com.au/
E: [email protected]
P: 08 8414 3400

Download here

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​As a WGCSA member, you are entitled to:

• 10% discount on Mellor Olsson’s normal hourly rates for:
  • Succession planning
  • Preparation of wills
  • Administration of deceased estates
• A complimentary initial telephone consultation on any legal issue (up to 10 minutes, one issue per member per year)

Simply phone Mellor Olsson Lawyers on (08) 8414 3400 and mention you are a WGCSA member.
Visit molawyers.com.au or email lawyers.com.au

• Adelaide
• Barossa Valley
• Clare Valley
• Port Lincoln

By appointment: Balaklava, Bordertown, Burra, Ceduna, Cleve, Cummins, Elliston, Kadina, Keith, Kimba, McLaren Vale, Riverton, Streaky Bay and Wudinna.

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