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succession360.com.au
succession360.com.au

For families seeking generational success.

Succession360 helps successful farming families across Australia transform that success into enduring legacies.

If experience has taught us anything over the years, it’s that a successful transition between generations involves far more than passing on farm and non-farm assets. It’s about protecting the family’s values, honouring its traditions, and securing its legacy for generations to come.

On Purpose.

Successful families understand that building something that lasts doesn't happen by accident. It grows out of shared values and purpose, deep commitment, and careful stewardship across generations.

They also recognise that successfully transitioning between generations requires an approach that embraces both the financial and the personal dimensions - what we refer to as the 'Head and the Heart'.

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Those families that make it, tend to invest intentionally in both.

Head

Financial
Tax
Legal

Heart

Family
Relationships
Purpose

LIFESTYLE
FAMILY
STEWARDSHIP
LEGACY
FINANCIAL

Everything you need. Under one roof.

Our Signature Approach.

Our signature approach brings both the Head and the Heart together in one place to help families uncover what matters most to them and move forward with purpose, alignment, and continuity.

With everything under the one roof, families have the freedom to focus on achieving what matters most to them.

A truly generational framework that aligns every element around what matters most to you.

The greatest threat to generational success is rarely financial.

It's communication and lack of preparedness of future stewards. 

Our signature approach helps families to build strong technical frameworks that are supported by meaningful family connections.

  • Clarifying family values and shared purpose

  • Facilitating open communication and responsibility

  • Aligning decision making with what matters most

  • ​Preparing rising generations for stewardship and possibility

  • Designing governance structures that sustain both capital and connection

  • Addressing barriers to continuity

 

While wealth may be transferred in a moment, generational success is built over years, one conversation, one tradition, and one shared experience at a time. 

Nobody approaches succession like we do. Nobody.

How we work.

From beginning to end, your journey is marked by genuine care, clear communication, and an unwavering focus on what matters most to you.

  • A complimentary initial conversation to understand your goals, values, and what has led you to seek advice, while offering you a clear sense of how we work and whether we are the right fit. No obligation, no pressure.

  • We build a comprehensive picture of your situation, including your family, relationships, businesses, structures, assets, debts, insurance, values, ambitions, and advisers.

  • A half to full day face to face meeting.

     

    We can size each other up and see whether there is a good fit. You can ask as many questions as you like and you can be sure that we'll do the same in return.

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    Who's involved: Current owners only

    You come way with: A comprehensive understanding of the time, effort, and resources required to transform your family's success into an enduring legacy.

    Where: On or off farm

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    Some families pause here to take stock and reflect on whether they’re really ready to put in the time, effort, and resources required to secure generational success.

  • If you choose to proceed, then we begin working together to help you uncover what matters most to your family - the purpose of your wealth.

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    This foundational step is about clarifying what we’re doing and why it matters.

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    Who's involved: Current and future owners (and spouses). Off-farm family (and spouses). Select others.

    You come way with: Clarity, direction, and purpose.

    Where: On or off farm

    How: Meetings (individual and family)

  • Once the family is on the same page about what their wealth is really for, we work together to identify what needs to be done to align every moving part so that it supports that purpose.

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    Who's involved: Current and future owners (and spouses). Off-farm family (and spouses). Advisers. Select others.

    You come way with: A comprehensive strategy for achieving what matters most to your family.

    Where: On or off farm

    How: Meetings (individual and family)

  • Once the family strategy is settled, its written down so everyone knows where they stand, what's expected, and what comes next.

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    Who's involved: Current and future owners (and spouses). Off-farm family (and spouses). Advisers. Select others.

    You come way with: A fully integrated plan that clearly sets out the work that needs to be done to turn your family's success into an enduring legacy.

    Where: On or off farm
    How: Meetings (individual and family)

  • We move from planning to execution. We work with you and your advisory team to put the plan into action and make sure nothing gets missed along the way.

  • We check in regularly to see how things are going, lend a hand when things go a bit sideways, and provide guidance when opportunities arise or threats start to appear on the horizon.

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    This part is optional, but for many families, there is deep comfort in having someone beside them who knows their story, understands what matters most, has shared in both their joys and their struggles, and remains committed to their enduring success.

The kinds of families we choose to work with.

We choose to work with high performing families who care deeply about what they’re building, and about the legacy they leave for generations to come.

They place family above money, welcome open and sometimes challenging conversations, are prepared to invest the time and resources required to do the job well, give most things a fair go, and value structure and advice.

Sometimes they're a bit rough around the edges, but they're keen to get stuck in and do the work that drives lasting success.

We believe

Enduring change requires more than a couple of hours in a room with a bunch of strangers.

People often leave workshops feeling fired up, only to find that when the dust settles, life pretty much goes back to the way it was. The problem is not the intent. Its the follow-through.

The kind of change that lasts requires more. It demands real commitment, a willingness to roll up your sleeves, the character to stay the course, and a trusted hand whose walked the road before and is as committed to your family’s long-term success as you are.

Why families choose to work with us.

 A relationship. Not an event.

Traditional Values

We seek to uphold core Christian values of family, integrity, honesty, service, and humility in everything we do.

Forward Thinking

We are sought out by clients and advisers alike to solve the challenges that sit beyond the reach of traditional approaches.

Trust

Trust is the foundation of every relationship, reflected in the promises we keep and the standards we maintain.

Experience

We've seen our fair share over the 20 years or more that we've been helping families transform success into enduring legacies.

Genuine Expertise

What sets us apart is a rare combination of genuine expertise, multidisciplinary capability, and hands on experience.

Results

Every family’s trust is met with unwavering commitment to achieving what matters most to them.

Accountability

We own what we do. We show up. We keep out commitments.  We follow-through. We expect the same in return.

Discretion

Your family. Your business. Simple.

Committment

We get that there is far more than money at stake. If you're in, then we're in too.

We believe

Great advice is never limited by distance.

Succession360 in based in Rockhampton, Central Queensland and we advise successful families right across the length and breath of this beautiful country.

If you're ready to invest in your family's enduring success, then nowhere is too remote that we're not willing to help you achieve what matters most.

On farm

Off farm

Virtual

Our Standalone Services.

We offer a range of standalone services which are reserved for existing and former clients on a needs basis. We will occasionally make exceptions for families who come to us by referral.

01

Emergency Support

For families seeking urgent support during times of crisis or uncertainty.

02

Facilitation

For families seeking to navigate challenges, conflict, and important decisions.

03

Succession School

For families seeking a structured pathway to engage, educate, and encourage current and future stewards.

We believe

Generational success is more than wealth.

All the financial success and recognition in the world are meager wages if it means that you can't sit around the table and share a meal with those who matter most.

Social media

No social media.

No podcasts.

No testimonials.

Just the work that matters.

Those who seek us out value discretion and a shared commitment to their family's enduring success, over self promotion.

So you won't find us on the socials or behind the microphone. And you won't find any testimonials either. Rather, you'll find us quietly working alongside successful families who are serious about strengthening their relationships, growing their businesses, and building a legacy for generations to come.

We believe

A legacy is lived.
Not left.

A genuine legacy is not something left behind. It's carried in the quiet rhythm of everyday life - in honest work, in promises kept, in turning up when it counts, in the hand freely given, and in the values passed from one generation to the next.

Meet the Founders.

Our founders bring decades of experience helping successful farming families build lasting legacies.

If you haven't heard of us - that's not surprising. We don't attend industry events. We're not on any speaking panels. We don't run workshops and seminars. We don't podcast. Like you, we're busy doing the work that matters - not signing our own praises.

 

We're a bit old fashioned that way - we let our work and our clients speak for themselves. It's why our business has grown almost entirely by families referring other families who they know are just as serious about building something that lasts for generations to come.

Claire Tidbury

B Ed (Pmy) (Dist), C Dec

With a background spanning education, accounting, succession, family business, and wealth management, Claire brings more than two decades of experience supporting families with care and diligence.

Neil Tidbury

M Acct, B Bus (Mgt) (Dist), Adv DF (FP), Cert SM, ALPAP, FIPA, FFA

With over 25 years experience helping families steward wealth with clarity and purpose, Neil combines technical expertise in family business, succession, estates, tax, accounting, financial planning, facilitation, super, and agribusiness with a genuine desire to help families achieve what matters most.

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We believe

Business of family.
Not just the family business.

If families are to build something that truly lasts, they need to be as deliberate about the business of family as they are about the family business.

Begin a conversation.

Succession360 is not for everyone.

We work with families who are prepared to make a significant investment of time, energy, and resources in strengthening both their relationships and their business, with the aim of creating an enduring legacy for generations to come.

If you are not ready to engage openly with difficult issues, do the work, and honour your commitments, then we are unlikely to be the right fit for you.

But for families who are, we'll bring the same resolve and commitment to the table.

If that resonates, we invite you to reach out and we'll arrange your complimentary initial conversation. Thirty minutes. No obligation. No pressure.

Call 0439 006 095
State
Preferred method of contact
Primary interest

FAQs

Common questions. Direct answers.

  • There's no hard and fast rules here. Each family is different.

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    At our initial face to face meeting, we'll give you a rough idea of what we think its going to cost. You can then say yes or no.

  • We work on a retainer (fixed fee) basis which means that each month, come rain, hail, or shine, you're going to get a bill from us.

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    It's designed to pinch a little, remind you that there's important work to be getting on with, and perhaps motivate you to get that work done sooner rather than later. 

  • When we say 'fixed fee', that’s exactly what we mean. If the work takes a bit longer than we thought, that’s on us. If it takes less time, the fee stays the same.

     

    If the scope changes, something unexpected comes up, or more work is needed, we’ll let you know and talk it through with you first.

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    Our policy is simple - you'll never get a bill from us that you we're expecting.

  • There's no hard and fast rules here. Each family is different. It simply takes as long as it takes.

  • That’s often how these things start, and they usually work themselves out in time. If not, we’ll address it directly as part of your journey.

  • Yes and we can draw on our trusted network of specialist advisers if required.

  • Given the nature of the work, most of our time together will be face to face, either on farm or elsewhere. If getting together isn’t possible, we can work virtually.

  • The families we work with are successful and place a high value on privacy and discretion, which is why we do not usually provide referrals.

We believe

Handing it on.
Not over.

This simple philosophy is at the heart of everything we do and guides our family first stewardship approach to succession and intergenerational wealth.

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