We have a team of local succession planners.
We support families and businesses across Australia through a dedicated national team of experienced transition specialists. With people on the ground in key regions, we combine local understanding with a consistent, proven approach, ensuring every client receives personalised guidance tailored to their unique circumstances.
Expert adviceOur people.
Mark Scanlon
Founder and Chief Executive Officer
Penny Bell
Chief Operating Officer
Malcolm Pridham
Director
Lisa Scanlon
Client relationsOur professional
network.
We work alongside leading professional advisors to bring clarity, structure and outcomes to our client’s transition and succession needs, helping families and business owners move forward with confidence and alignment.
Our ExperienceOver 20 years guiding businesses in complicated transitions.
With decades of experience and having supported hundreds of clients, we guide families and business owners through complex transitions, bringing structure to uncertainty and clarity to important decisions. Our approach ensures outcomes are thoughtful, fair and built for the long term.
Let’s begin the conversation.
Not sure where to start?
Whether you’re just beginning to think about succession or ready to take the next step, we’re here to help.
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