Turnkey succession planning for professional practices
Offer succession planning to your farming clients in days, not months.
Succession Navigator gives your practice a ready-made succession planning service and the software built to deliver it.
Your team gets the methodology, the training and launch support. The platform runs the engagement from the first family conversation through to a documented plan.
You keep the client relationship, the professional judgement and the commercial opportunity.
A complete succession planning capability without the cost of building one yourself. Practice plans start from $150 + GST per month.
A conversation about your practice and the opportunity in your client base. Thirty minutes, .
The opportunity is already here
Australian agriculture is approaching a major generational transition.
Farm ownership sits with an ageing group of operators, and most farming families still have their succession work ahead of them. Those families need a way forward. Their existing advisers are the people best placed to lead it.
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.
Why families need it
Important decisions get delayed because nobody has made it safe to start.
Succession touches retirement, ownership, future roles and money. For a lot of families those things have never been said out loud.
Without a process, information stays scattered and assumptions go untested. That is where conflict comes from. It is rarely the disagreement itself. It is finding out too late that everyone believed something different.
Succession Navigator gives the family a way forward and gives their adviser a practical way to lead it.
John Murray
Parent
“The farm will stay in the family.”
Tom Murray
Son, 34
“Nobody has actually asked me.”
Suggested next question
Tom, when you picture the next ten years, what do you actually want your role on the farm to be?
What is actually missing
You already have most of what this takes.
Running succession planning as a service needs seven things. Your practice already has four of them, and they are the four that take years to build.
You already have
- The right clients
- Their trust
- Professional expertise
- Years of history with the family
What is usually missing
- A succession methodology
- A delivery system to run it in
- A service you can name and price
These three are what Succession Navigator is.
What a practice earns from it depends on its clients, its pricing and how it chooses to deliver. Nothing here is guaranteed revenue.
Work through the numbers for your own client base.
What this looks like in your discipline
Build it, or start with it built
The hard work has already been done.
Build it yourself
- Research and position the service
- Design the succession methodology
- Create the client process and materials
- Establish quality and professional controls
- Train the team
- Source or build the technology
- Test it through early engagements
Months of work and substantial specialist cost
Start with Succession Navigator
- Set up the practice
- Train the team
- Identify suitable clients
- Prepare the first engagement
- Begin with practical support
Ready to introduce the service within days
How your team can deliver it
The service is built.
The software guides the delivery.
Your team is not handed a manual and left to invent the process.
Succession Navigator connects the family conversations, the stakeholder input, the documents, the professional reviews and the final planning record in one place. Training and first-engagement support get the practice started. The software keeps delivery consistent once it is running.
What goes in
- Family conversations
- Family perspectives
- Documents and evidence
Succession Navigator
- Structured methodology
- Guided workflow
- Adviser-controlled AI
What comes out
- The next question to ask
- Structured case information
- Professional briefs
- Planning record and roadmap
From a conversation to a plan
Your meeting is just a conversation.
You listen and lead. Succession Navigator captures the conversation, helps you find the next question, and builds the family’s record while you work.
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.
How the service works
From the first conversation to a documented plan.
Engagement
Map people, history, goals, concerns, assets and the current position.
Planning
Develop materially different options with assumptions, dependencies and risks visible.
Validation
Route the right questions to the right specialists before commitments are made.
Build
Turn the agreed direction into responsibilities, actions, milestones and implementation.
One platform for the engagement
See the Murray family move through the real product.
Follow one fictional family through the platform and watch each part of the engagement become structured and visible.
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
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
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
Real screens from the built-in Murray demonstration case. Not a real client.
Be ready to introduce the service within days.
Your practice gets a defined starting process, training for the team and practical support through the first engagement.
Set up the practice
Your console, your team, your roles and permissions.
Train the team
Walk a demonstration family through the whole method before a client sees it.
Identify suitable clients
Work out which families in your existing book are the right place to start.
Begin the first engagement
Run it with support available rather than on your own.
Then run it the way that suits you
Deliver it yourself
Your practice runs the engagement. The platform provides the process, your team provides the judgement.
Deliver it with support
We stay involved through the first few live engagements, not just the setup.
Refer the client in
We handle delivery, you keep a share of the revenue and stay close to the outcome.
Referral is a real option, not a consolation prize. Some of the most valuable partner practices are referral only.
Adviser-controlled AI
The AI drafts, flags and proposes. You decide.
Succession Navigator organises information, identifies gaps and prepares the next step. It does not decide who receives what, replace your judgement, or change the family record quietly.
It proposes follow-up questions, missing information and possible contradictions between family members. It is explicitly barred from ranking or recommending one succession pathway over another.
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.
If you want the detail
The security posture and the questions advisers actually ask, answered properly.
The opportunity is open now
See what a succession planning service could change in your practice.
See the service model, the software behind it, and how it would work with the farming clients you already advise.
Thirty minutes. .