Business Succession Workshop with RSM Bunbury

In 2026, Western Australia’s economy continues its streak of resilience, with the private sector driving growth and major investments in energy and digital infrastructure reshaping our landscape. However, this prosperity brings a critical challenge: an estimated $3.5 trillion generational wealth transfer is underway across Australia, yet nearly 70% of family businesses still lack a formal succession plan.

Failing to plan isn't just a personal risk; it's a threat to the legacy you’ve built. Without a clear roadmap, business owners face "succession nightmares" involving heavy capital gains tax, devalued assets, and potential family conflict.

This workshop is designed to move you from uncertainty to action. We will cover:

· Valuation Strategies: Identifying the true worth of your business.

· Leadership Development: Grooming successors.

· Tax & Legal Structuring: Assess whether restructuring your business could reduce tax liabilities and support a smooth transition to future owners.

· Small Business CGT Concessions: Discover what they are and how they can unlock valuable tax savings for your business.

The Bunbury RSM team will share their wealth of experience and knowledge with practical examples and provide you with the tools to start preparing your succession plan!

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Tickets are $120 + GST ($132 incl. GST), plus the Humanitix booking fee. To support meaningful succession planning discussions, your ticket includes the option to bring one additional person who is relevant to your succession planning.