Structured succession planning for family businesses and promoter-led companies — ensuring smooth ownership and management transition while protecting business continuity and family harmony.
Succession is one of the most complex challenges facing family businesses and promoter-led companies. Without a clear succession plan, businesses face ownership disputes, management vacuum, tax inefficiency, and in the worst cases, business failure. The statistics are sobering — only 30% of family businesses survive to the second generation, and only 12% to the third.
AccentTax Consulting provides structured succession planning advisory — combining legal, tax, and governance expertise to design a succession plan that protects the business, minimises tax, and preserves family harmony. We work with promoters, families, and their advisors to create a plan that works for everyone.
At a Glance
✦ Who is this for
Family business promoters planning retirement or transition, businesses with ageing founders, families with multiple heirs, businesses preparing for management professionalisation
✦ Governed by
Companies Act, 2013 | Income Tax Act, 1961 | Hindu Succession Act, 1956 | Indian Succession Act, 1925 | Transfer of Property Act, 1882
✦ Estimated timeline
Succession plan design: 4–8 weeks | Implementation: 3–6 months
✦ Our fee
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Key advantages of engaging AccentTax Consulting for Succession Planning.
Clear, documented succession plan prevents disputes between heirs — protecting both family relationships and business value.
Structured transfer of business assets minimises capital gains, stamp duty, and inheritance tax implications.
Management succession plan ensures the business continues to operate effectively during and after the transition.
Family constitution and governance framework established — separating family ownership from business management.
Simple, transparent, and fully managed by our team.
We understand the family structure, business ownership, management roles, and succession objectives.
We present succession options — family succession, management buyout, sale, or a combination — with implications of each.
Detailed succession plan designed — ownership transfer, management transition, governance framework, and timeline.
Family constitution drafted — governing family involvement in the business, dividend policy, and dispute resolution.
Succession plan implemented — share transfers, will drafting, trust structures, and all associated legal and tax filings.
We understand the family structure, business ownership, management roles, and succession objectives.
We present succession options — family succession, management buyout, sale, or a combination — with implications of each.
Detailed succession plan designed — ownership transfer, management transition, governance framework, and timeline.
Family constitution drafted — governing family involvement in the business, dividend policy, and dispute resolution.
Succession plan implemented — share transfers, will drafting, trust structures, and all associated legal and tax filings.
We handle everything — you just provide documents.
Don't have all documents ready? Contact us — we'll guide you step by step.
Send Documents on WhatsAppPlan design: 4–8 weeks | Legal implementation: 3–6 months | Ongoing governance: annual review
Succession planning is most effective when started early — ideally 5–10 years before the planned transition.
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All fees exclude 18% GST. Transparent pricing, no hidden charges.
Restructuring the business as part of succession planning.
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