Succession Planning Perth

How a Perth Family Business Built a 5-Year Growth Plan for a Successful Leadership Transition

Achieving leadership alignment, succession success, and long-term growth through a Custom Succession Planning Workshop

When a successful Perth-based industrial equipment business prepared for the founder’s retirement, ensuring a seamless handover to the next generation became essential. Without a formal succession plan, clear roles, or measurable goals, the business needed a structured strategy to align leadership and protect its future.

Successful Succession Planning for a $25M Family Business

Client: Family Owned, 30+ years

Industry: Industrial Equipment

Business Size: $25 million turnover, 50 employees

Participants: 6 Board Members

A Perth family-owned industrial equipment business faced a crucial leadership transition. With the founder planning his retirement, there was no formal succession plan, clear goals, or defined responsibilities. The owner wanted confidence that his children could successfully run the business with a solid roadmap in place.

The key challenges:

  • No shared vision or documented goals.

  • Unclear leadership accountabilities.

  • No KPIs or regular strategic reviews.

  • Concerns about future growth and industry change.

Our Custom Strategic Planning Process

This was more than just a business plan. We guided the team through a structured, collaborative process that built alignment, accountability, and a shared path forward.

Pre-Workshop Preparation

  • One-on-one interviews with family members and leadership to uncover individual priorities.

  • Tailored workshop agenda designed to meet the specific needs of the business and transition goals.

Day 1 – Alignment & Vision:

  • Reviewed and defined the Vision, Mission & Purpose.

  • Agreed on the company’s Client Promise.

  • Discussed leadership roles and succession planning.

  • Set the foundation for the 5-year business direction.

Day 2 – Strategy & Action:

  • Created a Success Matrix to define and measure outcomes across key areas of the business.

  • Assigned accountability to leadership for delivery of key goals.

  • Analysed product groups and industry trends to uncover growth opportunities.

  • Identified internal improvements through streamlining, automation, and delegation.

  • Drafted a complete, actionable 5-year strategic plan.

Post-Workshop Reflection:

  • Provided time for quiet review and feedback.

  • Incorporated final adjustments based on team insights.

  • Launched monthly review sessions and rolling 90-day action plans.

The Outcome

  • Aligned leadership and succession clarity.

  • Agreed strategic plan for the next 5 years

  • Clear KPIs and accountabilities.

  • Regular 90-day reviews and tracking.

  • Exceeding original goals and growing with confidence.

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What The Team Said

  • “One of the biggest takeaways was realising that our visions were actually aligned. The goal-setting matrix gave us clarity, and the simple, structured approach made the whole process insightful and easy to follow.”

  • “We gained clarity on our deliverables and really appreciated Suzzanne’s energy, engagement, and drive throughout the entire process.”

  • “The process was excellent—well-structured, highly valuable, and exactly what we needed to align our leadership and secure the future of the business.”

  • “It was a great team-building experience. We uncovered so many opportunities for improvement, and I enjoyed being challenged to step outside my usual thinking.”

Suzzanne Laidlaw Expert Professional Coach and Facilitator

Suzzanne has been awarded global leader in business planning for multiple years running, placing her at the top of over 1,000 coaches worldwide.

As one of Australia’s top business coaches and strategic planning consultants, her passion lies in helping business owners to strategically and proactively plan and build a leveraged business model for success

We’ll help you to strategically plan a model that works for you, as we understand every business is unique.

Facilitated by #1 Global Leader in Strategic Business Plan Consulting

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