Succession Plan Template and Guide

Australian Government -

Type: Word Doc
Knowledge level: Introductory

Farm Table says:

This succession plan template and guide is not agriculture-specific, however, contains a handy template and links out to associated resources.

This succession plan template from provides a sample structure and suggested content to help guide the process. The structure of the word document is:

Title page

Business and succession details

  • Proposed organization structure
  • Key personnel changes
  • Legal considerations
  • Insurance
  • Succession timetable
  • Contingency/risk management


  • Current value of the business
  • Retirement income/payment
  • Sale details
  • Buyout details
  • Taxation
2018 - Australia - Australian Government -
Read ArticleSave For Later

Related Resources