Business Exit and Succession Planning

You’ve built a business…

Don’t let your hard work go to waste…

  • Sell, retire or transfer ownership on your terms, in your timeframe
  • Take care of your needs and those of your team
  • Minimise tax, maximise return
  • It’s never too early or late to start planning succession


  • Succession Plus came into our business over two years ago. At that stage we had no exit plan in place for two directors who were nearly ready to retire. Succession Plus has been like a backbone for NPG, they have given us valuable guidance and support over this period and make us feel like we can approach retirement comfortably.

    Faye HarrisDirector NPG Mining
  • "Craig out of all the professional people we have spoken with you were the only honest up front and practical person who gave me practical and useful advice."

    Steve GrlyakManufacturing Manager C-Mac Industries
  • "Very informative. A new way of looking at employee retention and productivity"

    Maximise the Value of your BusinessANU Canberra
  • "Succession Plus have helped our clients with clever and innovative strategies which include how to; attract, lock in and retain key employees, develop an exit plan for the existing owners, develop strategies to increase the profitability of their business and the resulting sale price achieved."

    Mark PinhornDirector at Harvest Accounting
  • "Enjoyed the casualness of presentations"

    Greg BostonChartered Accountant Camphin Boston
  • "Have seen & recommend Succession Plus’s Employee engagement seminar."

    Michael PascoeFinancial Journalist - Sydney Morning Herald
  • "I am happy to recommend Succession Plus as a company that recognises the value in business potential and is prepared to shoot for it"

    Rodney HymanRHAS

Business Valuation

Know how much your business is worth so you can make a decision about what to do next.

Find out how to:

  • Identify & correct any gaps undermining your value
  • Be ready if opportunities arise
  • Work out how saleable your business is right now


Employee Engagement & Share Plans

Gain productivity and retention benefits by inviting employees to invest in the business.

Find out how to:

  • Structure your business so everyone wins
  • Retain as much or as little operational control as you want
  • Preserve your business


Succession & Exit Planning

No matter how close or far away the decision to move on from your business, a succession plan will mean it’s in your control and you will be able to capitalise on the full value of your hard work.

Find out how to:

  • Minimise your tax
  • Secure your future income
  • Provide a smooth transition for your team


logo-sml-content is the succession planning specialist; big enough to support you end-to-end, small enough to care.

Succession Planning Days – What participants had to say

Join one of our free seminars to maximise your business or engage your employees

“Begin with the end in mind”

If you want to have a successful enterprise, you clearly define what you’re trying to accomplish…. the extent to which you begin with the end in mind often determines whether or not you are able to create a successful enterprise.

Stephen R Covey author of
The 7 Habits of Highly Effective People

“Having an exit strategy is the ball game for any entrepreneur…

the idea is simply to build, grow and sell – whether sells means list, pass on to family, merge, sell to employees or trade sale there has to be a strategy!

Michael E Gerber author of The E-Myth
on the importance of exit planning

Succession Plus in the media

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