Succession Planning Services in New Zealand

Succession Planning for Business Owners in New Zealand

Succession planning is the structured process of preparing your business for a future change in ownership or leadership whether due to retirement, sale, illness, or unexpected events.

At DFK ORB360, we help New Zealand business owners create clear, tax-efficient succession plans that protect business value and ensure long-term continuity.

What Is Succession Planning?

Succession planning answers one key question:
What happens to your business when you step away?

It involves identifying future owners or leaders, planning ownership transfers, managing tax implications, and aligning business structures with long-term goals.

Why Succession Planning Is Important for NZ Businesses

• Protects business and family interests
• Reduces tax and compliance risks
• Maintains employee and client confidence
• Preserves long-term business value

Succession planning works best when supported by
tax planning strategies
and professional
business advisory services.

Who Needs Succession Planning?

• Family-owned businesses
• SME owners
• Company directors and shareholders
• Business partners

Our Succession Planning Services

• Business and ownership structure reviews
• Family business succession planning
• Tax-efficient ownership and share transfers
• Exit planning and sale preparation
• Succession Planning vs Exit Planning

Succession planning focuses on business continuity, while
exit planning
focuses on selling or stepping away from the business.

When Should Succession Planning Begin?

Ideally, succession planning should begin 3–10 years before exit
to allow flexibility and better tax outcomes.

 

Talk to Our Succession Planning Specialists

Contact DFK ORB360 today to plan your business transition with confidence.

 

Frequently Asked Questions – Succession Planning

What is succession planning in business?

Succession planning is the process of preparing a business for future leadership or ownership changes to ensure continuity and protect business value.

When should succession planning start?

Succession planning should ideally begin 3 to 10 years before an intended exit to allow flexibility, leadership development, and better tax outcomes.

Is succession planning only for family businesses?

No. Succession planning is relevant for family-owned businesses, SMEs, founders, and companies planning leadership or ownership changes.

Can succession planning help with selling a business?

Yes. A structured succession plan improves business value and makes ownership transitions or sales smoother and more attractive to buyers.

Is succession planning the same as exit planning?

No. Succession planning focuses on business continuity, while exit planning focuses on selling or stepping away from the business. Most businesses benefit from using both together.

Planning for the future of your business?
Contact DFK ORB 360 to discuss our Succession Planning Services in New Zealand and create a clear roadmap for long-term success.