Fees

How advisory fees are set

Pricing is informational. Final fees follow a written scope after a scoping conversation. We do not take payments through this site.

Full Succession Engagement

Quoted after discovery of shareholder count, locations, and whether family governance sessions are included. Typical Australian private firm engagements fall in a project-fee range reflecting four to nine months of work.

Quote-based

Ownership Transition Mapping

Fixed fee within a firm-size band. Includes interviews, a written ownership map, and a short options brief. Legal drafting remains separate.

From AUD 4,800

Family Governance Sessions

Priced as a package of half-day facilitated sessions, venue costs excluded unless we arrange a neutral room on your behalf.

From AUD 2,200 / session

Management Handoff Planning

Quoted by complexity of client book, number of sites, and depth of founder knowledge to document. Includes a twelve-month successor support calendar.

Quote-based

Estimate factors

What moves a quote

Shareholders

More owners and voting blocs mean more interviews and alignment sessions before a plan can hold.

Sites and travel

Multi-site firms and travel beyond South Australia are costed into the engagement rather than absorbed silently.

Conflict load

Active disputes may require extra facilitated sessions. We name that early rather than expanding mid-stream without agreement.