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Succession Planning

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Succession Planning 

Helping our farming families plan for the future — and protect what they’ve built 

 

Step back with a plan. Protect your farm, your family, and your legacy.

Succession in farming isn’t just about who gets the land — it’s about family, relationships, and the future of your business. For many farming families, it’s hard to know where to start. Conversations are difficult. Emotions run high. And without a clear plan, families can end up in conflict, or the farm can stall. 

Our Succession Planning & Exit Transition service helps farming families navigate the complex emotional and practical decisions involved in stepping back from the business. 

We guide you through a structured, supportive process to clarify goals, manage expectations, and build a fair, realistic transition plan — whether you’re handing over to the next generation or planning to sell. 

What we offer YOU

This service includes:

  • Discovery and transition readiness sessions 
  • Family meeting facilitation to support open and productive conversations 
  • Guidance on ownership transfer, management handover, and timing 
  • Business health checks and financial positioning 
  • Succession planning documentation, action plans, and transition timelines 
  • Optional integration with legal, financial, or property advisors 

We help families move from uncertainty to a shared, workable plan — one that balances the needs of both the farm and the people behind it. 

Keep the farm and your family relationships strong 

This service is designed for:

  • Families preparing for transition – Parents approaching retirement, moving off-farm, or into aged care who want a clear, fair plan for the next generation. 
  • Next-generation farmers – Children or successors stepping into management or ownership roles, needing structure, support, and defined responsibilities. 
  • Families worried about fairness – When multiple children are involved (or excluded), we provide a framework to reduce assumptions, conflict, and stress 
  • Cost-conscious clients – Those wanting a complete plan in place before involving accountants or solicitors, saving thousands in professional fees 
  • Legacy protectors – Families seeking to preserve the farm or business for future generations while securing lifestyle and retirement for the senior generation 

Why choose NEX

NEX is a not-for-profit with deep experience supporting farming families through transition. We understand that succession is not just about financials — it’s about trust, relationships, and finding a way forward everyone can live with.

 

We provide an independent voice at the table — helping families move from tension to clarity.  

  • Independent and impartial — we don’t sell financial products or take commissions 
  • Experienced in family, partnership, and multi-generational farm dynamics 
  • Trusted facilitation to reduce conflict and support shared decision-making 
  • Structured, practical approach grounded in lived farming experience 
  • Based in Gippsland and trusted by local farming communities 

  

What makes us different 

Most succession services stop at advice — or start with lawyers and accountants. At NEX, we offer something deeper, more personal, and designed to save time, stress, and money. 

 

  • Structured facilitation 
    We don’t just hand you a checklist — we help you have the conversations. Our trained facilitators run structured family meetings, support open dialogue, and help resolve tension where needed. 
  • Integrated wellness support 
    Succession can be emotionally draining. Our wellness team provides optional support to help manage stress, reduce conflict, and protect relationships throughout the process. 
  • We prepare you — before the lawyers and accountants step in 
    Many families go straight to legal or accounting advice — and quickly find themselves facing high costs and confusion. As a not-for-profit organisation, we offer exceptional value by helping you get everything in order first. When it’s time to involve legal or financial professionals, your groundwork is done — reducing complexity, avoiding delays, and saving you thousands. 
  • We deliver a real, workable plan — not just ideas 
    There are plenty of guides out there. What sets us apart is that we walk alongside you — from first conversation to final transition plan. Structured, supported, and ready to act on. 

LET'S TALK 

Based in Gippsland, supporting farmers and rural businesses across Victoria 

Book a free consultation session to discuss your options.  

NEX – Your partner in Ag Business. 

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