Business Succession Planning
Our team has experience with small entities to very large business structures with a view to ensuring that you have an effective plan in place in preparation for your retirement.
Our services include:
- Risk management and asset protection strategies
- Exit Strategies
- Business Structuring advice for Companies, Trusts, Self-Managed Superannuation Funds, Partnerships and Joint Ventures
- Estate Planning
- Business Succession Agreements
- Family Agreements and Constitutions
- Intergenerational Lending and Security
- Buy-Sell Agreements
- Trade Sales and Management Buy-Outs
- Transfer of assets
- Relevant Taxation Advice
- Life Insurance reviews
- Self-Managed Superannuation Funds
- Binding Nominations
Why choose Kalus Kenny Intelex Lawyers?
At Kalus Kenny Intelex, estates and succession planning is not dealt in a vacuum. We understand that to achieve the best results, we need to work closely with you, your family and other professional advisers like your accountant, banker and financial planner to obtain a holistic view of your structure and to tailor your advice.
We work closely with our clients to develop strong relationships and to achieve desirable outcomes.
With over 30 years of experience in Estates Law, our team are trusted advisors to some of Melbourne’s most successful business people and families.
Understanding the complexities of business, family life, wealth and risk is our priority for all of our clients, and we pride ourselves on providing advice that is practical, commercial and strategic.
Experience is the difference.
Our Latest Insights
2020 was the year of just getting on with it for KKI. Whilst doing what we always did - the very best for our clients and our people, we also made sure we looked to the future and our place in the world and this region. With a solid and ever growing group of clients...
Well we did it. To get to the end of this remarkable year largely intact is enough to make me believe in miracles. But I don't believe in miracles. I believe in people. After a year which was terrifying some of the time and challenging all of the time, I am convinced...
As this year’s Bathurst 1000 has been run and won and the AFL and Rugby finals completed, our Commercial and Sports Law team reflect on the management of event risks. Sven Burchartz, a long-time motorsport category manager, team owner and competitor, and Graham...