For accountants
Lead your farming clients through succession planning
You've always supported your clients' financial health—now you can lead them through succession planning. With our platform, you take the reins, offering a complete, guided service—adding value for your clients and new revenue for your practice.
See the product, how it fits your practice, and how it could work for your clients. No obligation.
The starting point
You already have the ideal clients
You already have the perfect clients in your portfolio—families who will need succession planning. With this service, you’re simply unlocking deeper value for them and for you.
Nobody is asking you to go and find new clients. They’re in your book already, and most of them have never been offered a structured way to work through this.
The honest objection
“This sounds complex. It's a time sink, and I don't have hours to spare developing a new service.”
This isn't a folder of templates you have to assemble into a service. It's a complete guided journey, and the platform handles the parts that feel complex: gathering the next generation's input, working out the right follow-up questions, tracking what information is still missing, and analysing what's actually going on in the family.
You're taken through it step by step. And because succession engagements run over months rather than days, it's high-value billable work you can fit around your busy and quiet periods rather than something that has to be squeezed into one.
In the product
The screens you'll actually work in
Review the complete asset and financial picture
The full asset register demonstrates the depth of Succession Navigator's financial organisation. Summary totals, structured-asset controls, land and operating records, ownership, value reliability, entities and liabilities are brought into one connected workspace. Advisers gain a powerful working picture while professional-review boundaries remain explicit throughout.
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.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
The commercial case
One engagement, then years of connected work
Succession engagements are substantial advisory projects delivered over a number of months, and they rarely stop at the plan. The same family typically generates further accounting work, and review work continues over a 12-month-plus period rather than ending with a single fee.
You set your own fees. We provide the structure and the tools; you decide what works for your practice and your clients.
Grow the book, too
Practices that join as partners can receive referred work as well as send it. It's a real, active arrangement — a cross-referral relationship between partner practices that already operates today.
It's a programme you opt into and we coordinate, not a self-service directory. There's no “browse other partners” feature on this site to point you at.
A clear, structured record you and your clients can rely on
Every action and decision is captured in an audit history. Role-based access means only the right staff see the right clients. Documentation stays structurally connected to the source it came from, so the reasoning behind a decision is still there in twelve months' time.
We deliberately don't describe this as making your practice "compliant" or your files "audit-proof" — that's not a claim software can make on your behalf. What it gives you is a clear, structured, traceable record.
Junior staff can deliver this
Even a junior accountant or bookkeeper can confidently run these engagements. The guided process and the AI support do the heavy lifting, and senior staff keep oversight through the console without having to sit in every meeting.
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 through your first client engagement.
Deliver it yourself, with support
We stay involved through your first few live engagements, not just the setup. Training is flexible — online sessions through to in-person staff training — and most practices are up and running within a few hours.
Or refer the client to us
Prefer not to deliver it yourself? Refer the client through, we handle delivery, and you keep a share of the revenue while staying connected to the outcome. It's a genuine option, not a consolation prize.
See it running against a real family case
Thirty minutes, on a call, with the product open. We'll walk through what delivering this would actually look like in your practice.
See the product, how it fits your practice, and how it could work for your clients. No obligation.