The succession planning opportunity
A new advisory service. Already built. Ready for the clients you already have.
Launch an adviser-led farm succession service in days, without spending months designing the offer, the methodology, the client experience, the training and the technology yourself.
Limited launch partnerships by region. Availability is confirmed at the discovery session.
The need already exists
Thousands of farming families still have this work in front of them.
The service is already assembled
Method, platform, client journey, enablement and support.
The relationships are already yours
Start with clients who know you, not a cold audience.
The demand is already here
The next generation is approaching. Most families still have the work in front of them.
Suitable families may already be sitting in your client book. That changes the commercial problem entirely. You are not creating a market. You are giving a relationship you already have a structured way to deal with something it has been putting off.
Median age
62 years. Median age of Australian beef cattle farmers recorded in the 2021 Census.
Have a binding plan
18%. Of 240 respondents to Kondinin Group's 2024 National Agricultural Survey, the share reporting a legally binding succession plan.
Farm businesses
53,400. Broadacre and dairy farm businesses operating in Australia in 2023 to 2024.
The founder has already lived the whole build
At $50,000, the service was built. It still was not ready to launch.
“By the time $50,000 had gone into my wages, I had built the service. But it had not been validated, the pricing was not settled, and several more months of work stood between that point and responsibly calling it ready.”
Start with the capability already built
Get going for a fraction of the cost, in days rather than months.
Launch the complete service without funding the methodology, the software, the validation and the commercial development yourself.
One-off practice activation
$495
+ GST. Paid once to prepare the practice.
Ongoing practice plan
From $150
+ GST per month, from month two.
Activation covers your first month, so the two are never charged on top of each other.
Practice subscription pricing is shown. Your practice sets its own fee for each client succession engagement.
Build it yourself
The work comes after the work.
Designing the service is only the beginning. A usable succession capability also has to be marketed, sold, delivered through real family engagements, revised from what that teaches you, validated, commercially finalised and then optimised so it can be delivered efficiently more than once.
The work before the first live family engagement
Research and position
Understand the market, the need, the alternatives and the adviser opportunity.
Define the service strategy
Choose the clients, the scope, the roles, the boundaries and the intended outcomes.
Write the methodology
Create the family process, the evidence model and the professional controls.
Build the client journey
Design the meetings, materials, records, briefs, plans and hand-offs.
Create the marketing message
Explain the problem, the offer, the value and the reason to act.
Design the marketing
Build the website, the collateral, the campaign assets and the sales material.
Implement go-to-market
Prepare the channels, the conversations, the follow-up and internal ownership.
Win the first families
Build confidence, establish scope and onboard real engagements.
The work inside all the work
- Team engagement
- Idea iteration
- Internal meetings
- Training
- Strategy discussions
- Stakeholder alignment
- Review and approval
- Repeated decisions
The work after the service meets real families
Run live family engagements
Deliver a process that may unfold across months and multiple meetings.
Coordinate families and professionals
Manage people, evidence, advice, dependencies and decisions.
$50,000
Founder wages invested by here
The core service existed. Validation, pricing and commercial finalisation still remained.
Gather live feedback
Find the confusion, the friction, the omissions and the practical delivery problems.
Revise the method
Improve the journey, the tools, the materials, the controls and the hand-offs.
Validate delivery
Confirm the service works responsibly across real situations.
Finalise pricing and packaging
Set the offer, the inclusions, the commercial model and the launch position.
Optimise for efficiency and scale
Reduce friction, standardise delivery and make growth manageable.
Only now is there a repeatable, commercially launch-ready capability.
The point is not that every practice would spend exactly $50,000. The point is that the cost is created by the breadth of the work, the elapsed time, the live engagements and the number of people involved.
A complete service model
The pieces already fit together.
This is the strategy, the delivery model and the infrastructure of a service. It is not a folder of templates you assemble yourself.
Tools and technology
Run cases through a real practice console with adviser-controlled AI.
Succession methodology
Take every family through a repeatable, professionally controlled journey.
Client experience
Meetings, family input, briefs, plans and roadmaps to one consistent standard.
Service strategy
Who the offer is for, how it is scoped, and how it can be priced.
Go-to-market
Identify suitable existing clients and introduce the service clearly.
Practice enablement
Set up roles, train the team, and get support through the first engagement.
The software makes the service practical
This is how your team actually delivers it.
The service model creates the offer. The platform keeps the family, the evidence, the meetings, the pathways, the professional hand-offs and the plan connected, so nobody is inventing the process case by case.
- An adviser-led family process.
- A structured case record where statements keep their source.
- A repeatable workflow across every client in the practice.
- Training and support around the technology, not just a login.
- Family and relationships
- Evidence and goals
- Meetings and family input
- Pathways
- Readiness and actions
- The plan
Illustrative example using the built-in Murray family demonstration case. Not a real client.
Start with relationships you already have
You are not launching into a cold market.
Suitable clients may already be inside the practice. The trust, the history and the unresolved planning need can all be sitting in the same client file.
Identify suitable families
You already know which clients are approaching a transition and have never dealt with it. That knowledge is the prospecting.
Open a trusted conversation
Introduce a structured service through a relationship that already exists, rather than to a stranger.
Offer a defined engagement
A clear scope, process, deliverable and endpoint make the work easier for the family to understand and easier for you to price.
Deliver and deepen
Finish the plan, and see what genuine professional work it identifies along the way.
This is a warmer path to a first engagement, and warmer is the whole claim. Families take their time over succession and some will not be ready when you raise it. What changes is that the introduction comes from someone they already trust, attached to a service with a shape they can understand.
The commercial opportunity
A defined, billable engagement with an end.
A structured engagement can be scoped, priced and finished, instead of dissolving into informal support the practice never invoices.
What it is worth depends entirely on your client book, your fees and your capacity, so the only sensible way to answer it is with your own numbers rather than ours.
What the calculator asks
- Suitable farming families on your book
- Engagements you could run in twelve months
- Your fee per engagement
- Relevant follow-on work, modelled separately
Your practice opportunity
Calculated from your assumptions alone, on the other side of this button.
Free for professional advisers. No call required.
Protected regional availability
We will not put unlimited delivery partners into the same market.
To protect service quality and keep a partner practice genuinely differentiated, Succession Navigator intends to limit how many launch practices it accepts in each defined region.
The region model is still being finalised, so we will tell you plainly where your area stands when we speak. There is no waiting list theatre and no deadline invented to hurry you.
- Open to a launch partner
- Already partnered
You are not left to work it out
From interest to first engagement, with someone beside you.
Confirm fit and region
We look at the practice, the client opportunity, how you want to deliver it and what is available in your area.
Set up the service
Adapt the positioning and commercial scope, define practice roles, and stand up your branded console.
Train the team
The family journey, the software, the professional boundaries and how hand-offs work.
Launch the first case
Practical guidance through the first engagement, until the team is running them confidently.
Choose how involved you want to be
Deliver it, co-deliver it or refer it.
Not every practice wants to run these engagements itself, and that is a legitimate choice rather than a lesser one.
Deliver it
Your team runs the engagement using the platform, the process and the professional controls. You keep the full fee.
Co-deliver it
Your practice leads and we stay alongside you through the first live cases, not just the setup.
Refer it
You keep the client relationship while we coordinate delivery and the professional hand-offs, and you keep a share of the revenue.
Partner practices can receive referred work as well as send it. It is a cross-referral arrangement you opt into and we coordinate, not a self-service directory on this site.
Fit for your discipline
The service model stays the same. What your practice contributes does not.
Do not sit on this one
You can spend months designing this, or see it working in thirty minutes.
We will show you the service, the platform, the support model, and whether a launch position is available in your region.
Clear availability. No invented deadline. .