The Company

Established in 2015 to offer cost effective, practical and appropriate planning solutions. This is achieved by working with you and your business stakeholders to coach and engage in the long term processes for success.

We view succession to be more than transitioning your family and business across ownership or generations, it is also about moving the business and it’s principals into the future – implement your strategy, uptake goals, establish structures and systems and most importantly, communicating all the above.

Our results are founded upon successful business strategies which incorporate generational change plans and communication strategies into our own family businesses across 3 generations. In addition, we have more than 2 decades working within small businesses, co-operatives and organizations with families, entrepreneurship and partnerships at their core. These companies cover diverse industries including agriculture, e-commerce, manufacturing, distribution, mining, not-for-profit, aeronautics, hospitality, tourism, communication and marketing.

Our mission is to deliver measurable value to our clients by assisting them with their strategy, generational and evolutionary change, communication and management integration needs.

We believe that effective facilitation from us must be specifically tailored to your organizational and family needs, taking into account industry and participant dynamics.

Contact usVision

To be the innovative provider of effective business future services through well considered interaction and participation.


Open Communication
We value open, clear, constructive and timely communication.

We are supportive of each other in all that we do, we ask questions and we listen to answers. 

We behave with integrity at all times and have regard for all people and views.

Efficiency and professionalism
We are committed to delivering quality, ethical and effective services to our clients in an efficient manner.

We achieve success, enhancing opportunities within our business and those we work with through innovation and future thinking.