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.

Download Product Flyer

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.

SCHEDULE AN APPOINTMENT

> annual reports
> contact us
> general enquiry
> make an appointment
> website disclaimer
> privacy policy

NEX acknowledges the Traditional Custodians of the lands across Gippsland and pays respect to Elders past, present and emerging. We honour their enduring connection to culture and community.

Subscribe to the NEX mailing list

1300 045 747

DONATE