proagtive Pty Ltd

What proagtive Pty Ltd does

Proagtive Pty Ltd is an Australian private advisory firm specializing in succession planning for family-owned agricultural businesses. Founded in the early 2010s and headquartered in Loomberah, NSW, the company operates with a small team of 11 staff — including nine facilitators and two client support coordinators — led by founder and director Isobel Knight. Its service portfolio addresses the transfer of managerial control, ownership, assets, and occupation from one generation to the next within Australian farming families, delivered through a proprietary 10-step methodology that combines structured questionnaires, financial viability analysis, dual-facilitator family workshops, face-to-face meetings, and ongoing implementation support.

The firm's product surface consists of five integrated offerings: a core Succession Planning service delivered via direct consultation, Proagtive Agribusiness Solutions (PAS) for ongoing financial acumen and viability support, Workshops on succession and agribusiness topics, tailored Presentations for groups, and Succession Online — a self-paced web-based tool. The underlying technology stack is intentionally lightweight: the company does not disclose any proprietary platform beyond its self-service portal, and its competitive differentiation rests on a human-facilitated, dual-consultant engagement model rather than software. Customer segments are entirely vertical — Australian farming families (including on-farm successors, off-farm siblings, and in-laws) — reached via direct sales, regional workshops, presentations, and the firm's informational website. Pricing is quote-based with multi-year engagements, and no public pricing tiers are disclosed. Revenue is not publicly reported and no external funding has been disclosed.

Name

proagtive Pty Ltd

Legal name

Proagtive Pty Ltd

Website

https://proagtive.com.au

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Proagtive Pty Ltd is an Australian advisory firm that provides facilitated succession planning, agribusiness viability support, workshops, and a self-service online tool to family-owned farming businesses across Australia.

Ownership category

akta.pro rank

Product category

Family Farm Succession Planning

NAICS

Support Activities for Animal Production (11521), Support Activities for Animal Production (115210)

SIC

Agricultural Services (700), Services-Management Consulting Services (8742)

akta.pro primary industry

Succession, Governance & Ownership Transition Advisory (AFACAJAO)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Succession planning services
• Family farm advisory
• Agribusiness consulting
• Rural business transition
• Agricultural financial planning

Headquarters

HQ city

Loomberah

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Succession Planning Services: Core consulting service involving structured facilitation process with families, including questionnaires, financial analysis, face-to-face meetings, and implementation support over multiple stages.
2. Workshops: In-person workshops offered in limited numbers each year covering succession planning and Proagtive Agribusiness Solutions (PAS). Workshops are delivered in various durations from 45 minutes to 2 days.
3. Presentations: Tailored presentations on succession, generational differences, people management, and communication delivered to groups with flexible timeframes.
4. Proagtive Agribusiness Solutions (PAS): A tailored management tool focused on enhancing financial acumen of farming families, providing frameworks for long-term financial strategy and business viability.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Proagtive Pty Ltd provides succession planning and agribusiness advisory services to Australian family farming businesses, facilitating the transfer of managerial control, ownership, and assets to the next generation. Services are delivered through a structured 10-step process combining financial analysis, family communication facilitation, and ongoing implementation support, alongside workshops, tailored presentations, and an online self-service tool (Succession Online).

Product overview

Proagtive Pty Ltd offers a suite of family business succession planning services primarily focused on Australian farming and agricultural families. The core offering consists of five integrated services: Succession Planning (the primary service involving facilitated family discussions and strategic planning for business transition), Proagtive Agribusiness Solutions (PAS) for financial acumen enhancement, Workshops (both Succession Planning and PAS workshops providing tools and strategies), Presentations (tailored talks on succession topics), and Succession Online (an online self-service tool). These services work together to help families transition business ownership to the next generation while maintaining family harmony and business viability.

Differentiator

Problem solved

Functional benefit

Brands

• Succession Online: An online succession planning tool described as 'easy to use, go at your own pace, do it anywhere' - a digital service offered by Proagtive.

Products and services

• Succession Planning Core facilitated succession planning service for family farming businesses that involves every member of the family, including off-farm siblings and in-laws. Addresses the transfer of managerial control, assets, ownership, and occupation through questionnaires, financial analysis, face-to-face meetings, and action plans.
• Proagtive Agribusiness Solutions (PAS) A supported and interactive business solution focused on enhancing the financial acumen of Australian farmers through a methodology that helps families gain control and understand the financial drivers needed to make sound business decisions.
• Workshops Two workshop offerings: a Succession Planning workshop covering 12 key areas of business succession, and a PAS workshop focusing on financial viability, enterprise analysis, and business planning. Delivered in various regional locations in limited numbers annually.
• Presentations Tailored presentations on succession, generational differences, people management, and communication delivered to groups of farming families, available in durations from 45 minutes to 2 days.
• Succession Online An online self-paced succession planning tool allowing users to work through succession planning independently, at their own pace, from anywhere.

Quantifiable outcome

• Hundreds of farming families helped across Australia

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• RSM Australia: Mid-tier Australian accounting and advisory network with a family business and agribusiness succession practice. Competes with Proagtive for farming family succession mandates but operates from a broader professional services platform rather than a niche farm-only focus.
• Pitcher Partners: Australian accounting and advisory firm with a dedicated agribusiness and family succession offering across regional Australia. Comparable to Proagtive in customer base and succession focus, but materially larger and with broader service lines.
• BDO Australia: Global advisory network with an Australian family business and agribusiness practice serving succession and transition planning needs. Comparable in advisory capability but as part of a much broader audit, tax, and consulting portfolio.
• EY Australia Family Business Services: Big Four advisory firm in Australia with a family business and agribusiness advisory practice covering succession planning. Comparable on advisory content but operates at materially larger scale and as part of a global firm.
• Bendigo Bank Agribusiness: Major Australian regional bank with an agribusiness division that provides succession and transition support to farming families as part of its lending and wealth relationships. Broader incumbent offering bundled with banking services rather than standalone succession consulting.
• Rabobank Australia: Global agribusiness bank with a strong Australian rural presence and farm succession / next-generation programs. Comparable customer base but offers succession content as an extension of a much larger lending and research platform.

Direct peers

• Family Business Mentoring: Australian advisory service focused on family business succession and continuity planning. Highly comparable niche focus to Proagtive, though with a broader cross-vertical positioning rather than agribusiness-only.
• William Buck: Australian advisory and accounting firm with a specialist agribusiness and family succession practice across regional Australia. Closely comparable to Proagtive in customer profile (family farming businesses) and succession advisory offering.
• Findex: Australia-wide advisory and accounting firm with a dedicated agribusiness and family business succession practice serving rural and regional clients. Closely comparable to Proagtive in target customer (Australian farming families) and service scope (succession, business advisory), though broader in scale and service mix.
• Progeny Wealth: Australian wealth advisory firm with estate, succession, and family business planning offerings. Comparable to Proagtive in the succession and intergenerational planning domain but anchored in financial planning rather than facilitation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/proagtive-pty-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about proagtive Pty Ltd