Succession planning software for professional advisers
Empowering professionals to guide farming families through succession planning—supporting generations of success.
Succession Navigator gives accountants, solicitors, financial planners, mortgage brokers and agricultural consultants the guided workflow, family engagement, document management and adviser-controlled AI support needed to deliver a complete succession planning service — with confidence.
Built for Australian farming operations of every kind — cropping, grazing, dairy and mixed enterprises alike.
See the product, how it fits your practice, and how it could work for your clients. No obligation.
From a conversation to a plan
Your meeting is just a conversation
You sit at the table and talk. The platform listens, captures every word, and builds the family’s case while you do it.
The meeting
You sit down with the laptop open and have a conversation. That's the whole method.
Illustrative example. Screens use the built-in Acme Accounting demonstration account and the fictional Shardlow and Murray families — not real clients.
You’re already the trusted adviser. You have the client relationships. Succession Navigator gives you everything you need to turn that trust into a significant new advisory revenue stream.
The opportunity
You already have the clients. This gives you the system to serve them.
Most accounting, legal, planning, broking and agricultural consulting practices already have farming families on the books who need succession planning. What’s missing isn’t the relationship — it’s a structured way to deliver the work.
Succession Navigator is the delivery system, not a new client-acquisition problem. The families are already yours. The platform gives your practice the process, the family engagement and the record-keeping to turn that trust into a defined, billable advisory service.
For your practice
See what this means for your practice
Accountants
Lead the whole engagement, not just the numbers — high-value advisory work that fits around your busy periods.
See the accountant pageSolicitors
Own the succession journey end to end, and the legal work it generates afterwards.
See the solicitor pageFinancial Planners
A natural extension of the retirement and wealth work you already do for these families.
See the financial planner pageMortgage Brokers
Steady advisory revenue now, and a seat at the table when buyouts create new lending.
See the mortgage broker pageAgricultural Consultants
Centralise and professionalise the succession work you already do — and finally get the next generation to respond.
See the agricultural consultant pageNot sure which fits?
Practices can deliver the service themselves, deliver it with our support, or refer the client in and stay close to the outcome.
Compare the options
A real case, start to finish
This is the Murray family, moving through the platform
Willowbank Dairy & Beef is a regional Victorian dairy and beef operation with three adult children, a family trust and some unresolved assumptions about who takes over. Every screen below is the real product.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
Engagement
Turn a complex family file into a clear working picture
The populated client overview demonstrates how Succession Navigator brings people, assets, liabilities, documents, meetings and open decisions into one coherent view. Advisers can see the current stage, critical information gaps and the next conversation immediately. It replaces fragmented case knowledge with a shared, actionable understanding of the engagement.
succession-navigator · Engagement
Engagement
Keep the entire succession journey visible
The Journey view shows how every meeting, review and planning stage connects to the final outcome. Completed work, current actions and future milestones are presented in a logical sequence, with blockers explained rather than hidden. This gives the practice a repeatable process and helps families understand that progress is being managed deliberately.
succession-navigator · Engagement
Engagement
Convert confirmed meeting evidence into a useful family structure
Once the facilitator approves the people and relationships identified in conversation, Succession Navigator turns that confirmed evidence into a structured family view. The process is visible, controlled and easy to understand, so advisers can move from spoken context to practical planning information without losing the human review that gives the record its meaning.
succession-navigator · Engagement
Engagement
Turn a discovery conversation into useful planning insight
The analysed meeting view keeps the facilitator's question, transcript and structured review together. Advisers can revisit what was said, see the information identified and recognise areas needing clarification or follow-up. AI assistance helps organise the evidence, while the facilitator remains responsible for interpretation, confirmation and the next question.
succession-navigator · Engagement
Engagement
Preserve stakeholder conversations as part of the family record
A transcribed stakeholder meeting gives the adviser a durable record of an individual family member's perspective. The conversation can be reviewed alongside the wider family evidence instead of being reduced to a few remembered notes. This supports more inclusive planning and makes it easier to compare perspectives carefully and fairly.
succession-navigator · Engagement
Planning
Record changed or conflicting information transparently
Succession conversations evolve, and family members do not always agree. The misalignment workflow lets advisers link differing statements, classify the issue and document an appropriate resolution path without deleting either source. This creates a fairer, more auditable record and helps important disagreements remain visible until they are genuinely addressed.
succession-navigator · Planning
Planning
Make critical blockers impossible to overlook
The Readiness workspace explains which information gaps, documents, decisions or professional dependencies are preventing safe progression. Clear severity and status cues help the adviser prioritise the issues that matter most. Instead of relying on instinct or a hidden checklist, the practice gains a transparent, evidence-based control point before finalisation.
succession-navigator · Planning
Build
Build a traceable succession-planning draft
The Planning Draft workspace assembles reviewed information into a structured document-development process. Advisers can work through the strategy in clear sections while maintaining links to family context, financial information, decisions and outstanding review requirements. Drafting becomes more consistent, more explainable and easier to revisit as the file evolves.
succession-navigator · Build
How the service works
Four stages. A few pages each. Nothing to invent.
Succession Navigator is a web-based, multi-tenant platform designed for advisers to run with ease. You begin each meeting with a natural conversation, and the AI guides you to the next step.
Engagement
Meet the family, map who's involved, and work through the conversations that establish what's actually going on.
about 3 pages
Planning
Record assets, entities and liabilities, then develop possible succession pathways from the case as it stands.
about 2 pages
Validation
Route specific questions to the other professionals a decision depends on, with a redacted, professional-safe brief.
about 2 pages
Build
Agree the final strategy, produce the plan document, and set the implementation roadmap the family will work to.
about 4 pages
You talk. It listens.
You open a meeting and start with an open-ended question. The AI transcribes the conversation naturally, and you ask as many follow-up questions as you want, in whatever order feels right.
When you’re ready to move on, you select the next question, and the AI generates it based on what’s already been covered against its objectives for that stage. When the stage is complete, the platform tells you, and you schedule the next meeting.
This isn’t a script in front of you. It’s a guide behind you. Nobody is typing walls of text into fields.
It never feels like the whole system at once.
Each stage is only a few pages, and every page carries plain-language guidance for exactly where you are. You see what is relevant now, not the entire process.
It looks like a lot from the outside. It makes sense once you’re in it — which is the single most common thing advisers say after a walkthrough.
Whole-family collaboration
Not a speak-to-the-parents product.
Traditional succession approaches tend to go one of two ways. Top-down: the parents decide and present it as final — which doesn’t work. Or bottom-up: the children push for it and the parents feel sidelined — which doesn’t work either.
Succession Navigator balances family input. Parents lead the process, while children provide tailored input through the platform. It’s collaborative yet structured, with the adviser guiding every step.
As conversations happen with the parents, the platform learns about the family and surfaces assumptions that need checking. From there it generates tailored, person-specific questions for the relevant family member — a child, a sibling, another stakeholder — not a generic questionnaire.
That family member gets their own scoped login and answers those specific questions online, from anywhere, in their own time. No phone tag. No awkward forced conversations. Their answers feed straight back into the family’s case.
Parents make the decisions. Children help shape the plan — they don’t control it.
Why this matters most
Getting the next generation’s real views is the hardest part of succession work today. People don’t respond. Nobody wants to send a clunky survey to a family they’ve known for twenty years. This is the part the platform solves.
What your practice gets
Features are only useful as outcomes
Guided workflow
Your team doesn't need to invent the process.
Family and relationship mapping
Context isn't scattered across notes and spreadsheets.
Family Perspective interviews
Gather the next generation's real views, including family members not directly farming.
AI case monitoring
Gaps, inconsistencies and follow-up questions are less likely to be missed.
Document management
Evidence stays connected to the client and the issue it supports.
Staff roles and permissions
Delivery can be delegated across your team without losing oversight.
Professional hand-offs
The platform shows exactly where another professional's input is needed, with a ready, redacted briefing package.
Multi-client console
The service runs across your whole client portfolio, not as a one-off experiment.
Accessible, responsive design
Following a recent UI overhaul, the console is fully responsive and built with accessibility in mind, so every adviser can navigate comfortably on any device.
Adviser-controlled AI
The AI drafts, flags and proposes. You decide.
Succession Navigator does not simply put AI into a succession planning application. It gives AI a structured succession methodology, a connected case record, evidence controls, progression rules and professional oversight—so every conversation can lead to a clearer, safer and more manageable next step.
The AI identifies assumptions, conflicts, and gaps, presenting them to you as the adviser, ensuring clarity while keeping you in control.
It proposes follow-up questions, missing information, possible contradictions between family members, and multiple succession pathway options — and it is explicitly barred from ranking or recommending one.
What it never does
- Decide who gets what.
- Issue legal, tax or financial advice.
- Add anything to the record without your explicit acceptance.
- Talk to your client on your behalf.
The difference, in one screen
Two statements. Both kept.
Most systems would reconcile these — pick the confident one, average them, or quietly let the second overwrite the first. Succession Navigator records both, attributed to who said them and when, and flags the gap between them as open.
Meeting 1 — Engagement
“Tom will take over the farm. That’s always been the understanding.”
John Murray
Father · senior generation
Family Perspective — answered from his own login
“Nobody’s actually asked me. I assumed we’d sort it out when Dad retired.”
Tom Murray
Son · potential successor
The platform surfaces and tracks the misalignment professionally. It does not resolve it — you do, with the family, on the record. That is the whole point: nothing important gets smoothed over on the way to a plan.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
The commercial case
High-value advisory work, with a defined endpoint
Succession engagements are typically structured as substantial advisory projects delivered over a number of months — a natural extension of the trusted relationship you already have.
You set your own fees. The platform gives you the structure and the tools; the commercial model is yours.
It does not drag on forever
As the adviser, you deliver a clear, actionable plan to your clients. The major engagement is complete, and any ongoing support is light maintenance — keeping the plan aligned over time.
The core engagement is a closed, billable body of work with a clear endpoint, not an open-ended commitment.
Getting started
We don’t leave you to figure this out alone
Practice setup and orientation, help identifying likely clients from your existing base, staff training, and hands-on support to get your first client engagement underway.
Deliver it yourself
Your practice runs the whole engagement, with the platform providing the process and your team providing the judgement.
Deliver it with support
We stay involved through your first few live engagements, not just the setup, until your team is confident running them alone.
Refer the client in
Prefer not to deliver it yourself? Refer the client through, we handle delivery, and you keep a share of the revenue and stay close to the outcome.
Referral is a genuine option, not a consolation prize. Some of the most valuable partner practices are referral-only.
Security and professional boundaries
Real engineering, described honestly
Raw meeting transcripts are captured and locked — the AI is never allowed to edit or overwrite the original wording. Anything it infers sits as a proposal until a human reviews the source and approves it. Conflicting statements are preserved, not reconciled by guesswork. Text that reads as definitive legal, tax or financial advice is blocked from client-facing documents until a licensed professional signs off.
We say what is true today, and we say what isn’t confirmed yet. The security page is kept current as the platform matures.
Common questions
The things advisers actually ask
- I don't have a structured process for succession planning — how can I possibly deliver this well?
- That's exactly why the platform exists. Whether you've never touched succession planning or you've been handling pieces of it informally for years, the platform gives you the structure that's been missing. Each meeting has clear objectives, you ask open questions, and the AI listens in real time and helps guide you through the conversation step by step.
- Can members of my team deliver the service, or does it have to be me?
- No — you can bring your whole team in. Senior staff can retain oversight while junior team members facilitate the actual engagements, because the process itself is structured and the platform guides them through it.
- Is the AI going to replace me, or reduce my role in the relationship?
- No — the opposite. The AI's job is to make sure nothing gets missed while you stay the person the family trusts and turns to. It drafts, flags and prepares; it never talks to your client on your behalf, and never decides anything.
- What if I'm not confident using technology?
- If you can use a web browser, you can use this. The platform is broken into clear stages, so you only ever see what's relevant to where you are — not the whole system at once. Most of the work is just having a natural conversation, not learning software.
Next step
See it running against a real family case
Thirty minutes, on a call, with the product open. We’ll walk the Murray family case end to end and talk about which of your clients this fits.
See the product, how it fits your practice, and how it could work for your clients. No obligation.