Succession Planning Services & Business Advisory | Succession Plus

Which Employee Share Ownership Plan is right for your business? Watch our Free Webinar 

Craig West

Everything you need to know about exit planning plus the guidance to get you there.

Begin with the end in mind.

What is my business worth?

Know your value before you exit. Discover where you stand in the current market, and where you can improve to bring in buyers begging for your business.

What are my exit options?

Understand the strategies available. With at least 10 different ways to exit your business, get prepared to produce the outcome you want and a lasting legacy.

Employee Share Plans explained

Employee Share Ownership Plans provide a win-win scenario, from improving business performance, to tax benefits and maximising value for you and your shareholders.

What's involved in a strategic sale?

Prepare early for the ideal outcome with a proven 21-step process to achieve a successful sale. Get your ducks in a row to prevent a regret-filled rushed sale.

Get exit ready.

Earn Qantas Points for your business

Your business will earn 1 Qantas Point for every $1 spent on eligible Succession Plus products and services. *Conditions apply.

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Succession Planning Services

Our Succession Planning Services are about getting three things right at the same time – the business, the owners and the finances – business and family – to ensure the best possible exit outcomes for all stakeholders.

We have developed a five stage, 21 step process to ensure that all 3 aspects are covered:

The business is ready for a handover (sale, merger, succession to family members, management buy-out – risk is managed, assets protected, policy and procedures in place, corporate governance is well managed and documented, the management team is locked in & well incentivised and sales & marketing is an automated machine to drive growth.

The owners are well prepared for the next step – retirement, the next business, transitioning to family ownership and a board role.

The finances are all sorted – personal debt is paid off, assets are protected, the business is not reliant on owners’ personal assets to secure funding, the business has a sustainable profit model and reporting framework.

The various steps to prepare for succession are simply good smart business and the earlier you start the better. Find out more about our Succession Planning Services today.


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 Hyman

Have seen & recommend Succession Plus’s Employee engagement seminar.

Michael Pascoe
Financial Journalist - Sydney Morning Herald