Business succession and exit planning

Succession Plus support dedicated consultation to business owners to help them design and implement a succession planning model & exit strategy to deliver maximum value when you are ready to exit. The key elements to deliver this successful outcome are a combination of – succession planning, valuation, employee share ownership Plans (ESOP), strategic planning and capital gains tax (CGT).

Generally speaking business owners are very good at a particular industry or market niche but not particularly good at management and certainly not good at maximising the value of the business - succession and exit planning is one of the fastest-growing strategic advisory focus areas for SME owners and their advisers. Exiting can be a complicated area – for example, it nearly always involves capital gains tax ! Our experience in utilising key tools, like an employee share ownership plan (ESOP), can assist not only in preparing for a strategic exit but also in maximising the business value . Our advisers are experienced in designing and implementing a strategic exit plan which will maximise business value and achieve a successful exit.

Succession Plus's CEO Craig West- Succession planning

Succession Plus specialises in providing strategic advisory services in the area of business succession and exit planning for small business owners.

Latest Blog Post

M& A MidMarket update – February 2014

The recent review of mid market activity post Christmas highlights a few key factors: Firstly, 36 finalised deals between $1m – $100m – with a long term focus remaining on geographic expansion and a broadening of products and services for the buyer. Interestingly of the 36 deals listed 42 % were an international entity acquiring…

RETIREMENT TRENDS

We obviously speak to a lot of business owners about approaching retirement – as a result of recent research we now know that business owners in the 60 to 69 year age bracket represents 37% of all business owners which is a substantial increase on the 21% in 2010.  36% of those were challenged by…

Annual client conference and strategy day 2014

On 7th February we hosted over 100 of our clients and referral partners at our annual client strategy day – the focus of the day was looking at people, performance and profit and how to engage key people within our businesses and incentivise them to achieve maximum performance and ultimately improve our overall profitability. Some…

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OUR TEAM

  • Craig West
    craig Craig West B.Bus (Mgmt), M. Bus (Acct/Fin), M.Tax Law, CPA, CEPACraig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provided invaluable experience in the key issues of concern to business owners and strategies to build, maximise, protect and extract wealth as a business owner.Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) [Read More...]
  • Wayne Mandic
    wayne Wayne Mandic – Partner – Perth B. Bus (Acct), CPA, CEPA Wayne Mandic is a Certified Practicing Accountant, Qualified Coach, Accredited Business Consultant and Certified Exit Planner, whose years of experience and knowledge has been instrumental in unlocking the entrepreneurial capabilities of small and medium sized business owners. Wayne’s priority and focus is to help business owners see the bigger picture, so they can identify and refine the [Read More...]
  • Greg Johnson
    Greg Greg Johnson – Partner – Melbourne B. Bus (Acct), CPA, CEPA Greg Johnson is a highly experienced strategic adviser, coach and succession/exit planning specialist with an extensive range of skills gained over 25 years. Greg’s emphasis is on assisting business owners plan, design and implement their ultimate exit and succession strategy using his expertise to create a proven track record within the SME market.Senior leadership and management roles, held [Read More...]
  • Bevan Roberts
    Guy4 Bevan Roberts – Partner – Adelaide MREI, GAICD, MAIBB, CEPA Bevan has been for many years the CEO of South Australia’s best known business sales consultancy and brings a wealth of experience to his role as a partner in Succession Plus. Engaged in multiple discussions each week with business owners around the value, worth, saleability and readiness for sale of their businesses, he is a trusted advisor working with families and corporates as they wrestle with generational change. Seniority has prov [Read More...]