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Succession Plus are specialists in providing proactive, focused and strategic advice for SME owners to manage strategic Business Succession and Exit Planning.

Choosing Succession Plus gives you a greater ability to identify, protect, maximise and extract the wealth contained in the business and related assets. You only get to leave your business once, so it pays to get it right.

Our knowledge of succession planning in Australia, and unique Intellectual Property, means we’ve played a critical role in countless business sales, acting as an adviser to buy-side and sell-side clients.

Craig West

Craig West

CEO

Scott Patterson

Scott Patterson

Partner

Donald Poole

Donald Poole

Partner

At Succession Plus, we believe that diligent guidance in the lead up to a business sale or handover means better outcomes for everyone involved.
Maximise the sale value of your business, achieve a successful exit, and guarantee investment quality for the new owner. Find Out More
Know the stakes and gain a clear plan for how to to maximise the value of your business now and in the long term. Find Out More
Gain productivity and retention benefits by inviting employees to invest in your business. Find Out More

Succession Plus was created to empower business owners in making their biggest professional decision since starting their enterprise: stepping away from it.

While succession advice was traditionally sought from lawyers, non-specialist consultants and business brokers, we came to market to offer a streamlined, process-driven approach to business succession.

One of the results is the creation and refinement of our 21-Step Plan for Business Succession. Owners and stakeholders can follow a proven strategy, with tailored advice at each step, to maximise the value and ongoing financial security of the business.

Engaging Succession Plus is about ensuring that you don’t waste your years of hard work. We shine a light on what’s worth your energy and time to attend to, so you can make decisions based on what’s most important.

Our Accreditations

Commonly Asked Questions

  • What is Business Succession and Exit Planning?

    • Combining the business, financial and personal goals of business owners to design and implement a strategic exit.

  • What is Family business succession?

    • Family succession is slightly more complicated as many family members may also be employees and shareholders – thus wearing multiple “hats”.

  • How long does a good succession plan take?

    • Good planning takes years and you really cannot start too early “ Begin with the end in mind”

  • How do I know what my business is worth?

    • The only way to properly establish the value of your business is to get a proper valuation.

  • What are the key factors that add to (or detract from) value?

    • There are many factors that influence value – size, risk, scale, location, customers, marketing and people

If you want to build a business you can sell for maximum value, Craig West is the best in the field.

Jack Delosa
Executive Director of the Entourage & MBE Education