Blog Archives - Succession Plus

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ESOP Thumbnail 3 min read

Apr 7, 2021 | Blog

Not all Employee Share Schemes are created equal – Why the PPT really works.

An Employee Share Ownership Plan is essentially a trust deed, a set of plan rules, maybe an employee manual and an invitation or offer...
family succession 2 min read

Mar 5, 2021 | Blog

Family business succession is hard – because it’s family!

Family business succession is hard – harder than other privately owned business. Why? Because it’s family! Families are complicated, relationships are literally lifelong and deep,...
Employee compensation and employee retention strategy - Succession Plus 2 min read

Feb 22, 2021 | Blog

Ownership Mindset: The business model explained

Ownership Mindset is a business model for businesses who wish to engage employees and create a ‘culture of accountability, purpose and profit’. The model...
valuation 2 min read

Feb 10, 2021 | Blog

Explaining some key valuation terms

I often hear people talk about business valuation being more art than science and put simply that is absolute rubbish, done properly, business valuation...
Phantom Equity 2 min read

Jan 25, 2021 | Blog

Why Phantom Share Plans don’t work

Phantom Share Plans and replicator plans are designed to try to “replicate” the ownership of shares without actually granting ownership to employees – but they...
Employees discussing strategy at coffee table 2 min read

Jan 18, 2021 | Blog

Businesses with Employee Share Plans grow faster

There is a large volume of academic research which studies the effect an Employee Share Ownership Plan can have on employees, business performance and...
financial advisers - business valuations 2 min read

Jan 7, 2021 | Blog

Valuation for Financial Planners – not all revenue is created equal

I have seen multiple examples of business owners electing to walk away from their businesses and close the doors. This is the worst possible way...
newsletter 2 min read

Dec 17, 2020 | Blog

Only when the tide goes out, do you discover who’s been swimming naked

Only when the tide goes out, do you discover who’s been swimming naked. – Warren Buffett 2020 has certainly been an unusual year – but...
business advisory services - business adviser presenting to business - Succession Plus 2 min read

Dec 7, 2020 | Blog

Are Business Advisory Services a Worthwhile and Necessary Investment?

I often have clients ask me about the fees they should be paying to their accountant, their lawyer, their business coach etc (and most of...
employee share plan 2 min read

Dec 2, 2020 | Blog

What are the Tax Implications of Gifting Private Company Shares to an Employee?

The tax concessions for employee share plans in Australia are quite generous. However, they’re also currently being reviewed through a government inquiry to see if...