Succession planning

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A succession plan is a strategy which determines the best way for principals to exit the practice whilst ensuring the practice continues. The plan will determine who will take over the leadership and/or ownership of the practice when you leave.

Questions which need to be considered are:

  • Is the practice a sole trader, partnership, trust or company?
  • Is the succession plan intended to apply to all practice partners?
  • Will the practice partners be completely or only partially removed from the practice?
  • Who will take over as a successor? If there is no suitable successor in the organisation, how will it attract the right person or persons?
  • As the names of many architectural practices are based on the partners' or directors' names, will there need to be a name change?
  • Have business systems and processes been documented to provide to potential purchasers or successors to assist them to value the business?

The federal government business website, www.business.gov.au , incorporates a succession-plan guide and template, which is a valuable aid to organising the plan.

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