Accredited Exit Planning Advisors - Solutions | Succession Plus
Our Advisers

Our Accredited Advisers have been selected as industry experts from around the country – all have many years of business experience and practice in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.

They use our proprietary models, tools and templates to assist clients to maximise business value and achieve a successful exit. They are subject to our internal quality control models and come with our endorsement.

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Australian Capital Territory

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Caitlin Meers

Accredited Adviser | Succession Plus

If you are in Canberra and have decided to sell your business, retire or want to maximise the profitability of your business, then Caitlin can assist you to find the best solution. Caitlin is a Lawyer with Snedden Hall & Gallop Lawyers in Canberra. As an Accredited Succession Plus adviser she can help you address succession planning in a practical and straight forward way. In addition, Caitlin can provide legal advice on a range of business transactions and dispute resolution. 

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Murray Rankin FAICD

Accredited Adviser | Succession Plus

Murray has forged a remarkable career in the IT, R&D and Innovation  industries. In 1997 he co-founded The Distillery Pty Ltd with the vision to revolutionise security software globally. Murray maintains a particular interest in business planning, strategy development, and capital raising, and as an in-demand authority and speaker on entrepreneurial and organisational challenges, is an occasional guest lecturer at the ANU Graduate School of Management, Melbourne Business School, and Macquarie Graduate School of Management.

Global Executive | Governance Professional | Entrepreneur | Business Adviser | Mentor & Angel Investor

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Emily Shoemark

Accredited Adviser | Succession Plus

Emily is a Senior Associate with Snedden Hall & Gallop Lawyers in Canberra. She works with businesses to manage the legal issues that occur at every stage of their lifecycle. She focuses on achieving practical and positive outcomes whilst assisting small to medium businesses to protect themselves against legal risks. As a Succession Plus Accredited Adviser, Emily can guide you through the succession planning process and the best solution tailored for your business needs. As an experienced business lawyer, Emily can also assist you in creating the essential documentation, protections and structures that may be required to enhance your business prior to ownership transition.

Bachelor of Business Administration; Bachelor of Laws

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New South Wales

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Andrew Cassin

Accredited Adviser | Succession Plus

Educated with a Bachelor of Business, Andrew commenced his consulting career in 1993. Since 2003, he has been retained as a consultant by dozens of business principals, completed business sales & capital raisings and facilitated mergers & acquisitions for SME clients. Industry sectors in which Andrew has valuable experience include professional services, liquor, not for profit, healthcare and financial services. Andrew’s clients’ requirements have taken him to Hong Kong, Singapore, the USA and the UK to complement his primary base of knowledge in Australia. Since graduation, Andrew has undertaken regular additional professional development in disciplines including Corporate Governance, Mergers & Acquisitions, Training, Change Management and Financial Services and is a Licensed Business Agent in NSW (Lic. No.20036036). He is also the author of On Your Terms: 101 ways to prepare a business for sale or succession.

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Vic Dorsen

Accredited Adviser | Succession Plus

Vic has had the opportunity to work locally and internationally with many organisations in order to help them build, transform and increase growth and profitability. He passionately believes that to get the best from all within a company, one must be able to articulate the goals and explain what each person’s responsibilities are and what they need to do to achieve those goals. This means to support, coach, encourage, mentor and reward them. The end result is a stronger company with improved profits now and a greater future value.

Bachelor of Business, Marketing | Bachelor of Business, Manufacturing | Mergers & Acquisitions

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Michelle Forrester

Accredited Adviser | Succession Plus

Michelle’s refreshing approach combines design thinking, mentoring and collaboration. She helps you create a business growth and exit strategy matching your needs to available resources for a more personalised outcome. Her broad career experience spans diverse roles and levels from small business owner from the age of 19, to team leadership and management, giving her a holistic perspective of business requirements from the strategic to the detailed level. Working with SMEs for 20 years, Michelle partners with you to create an individual map to guide you to solid business growth, so you achieve stronger results when selling or transferring.

Macquarie Graduate School of Management (MGSM)

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Peter Foster

Accredited Adviser | Succession Plus

Peter has worked in the accountancy profession for 30 years; 20 years of which have been in the commercial sector. He started his career in public practice where he gained valuable, broad, business experience. In the commercial sector he has worked with SMEs through to large multi-national corporations. His desire was always to work with SMEs as part of their management team driving the business forward and creating value growth. As a business owner and through the wealth of his experience, Peter has gained a strong understanding of the highs and lows of running a business and the importance of driving value improvement. He has helped other business owners of SMEs deliver what they desire, greater profitability, growth and value.

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Darren McCoubrie

Accredited Adviser | Succession Plus

Darren has extensive experience with client relationship management and structuring of risk based financial solutions to the infrastructure, industrial, manufacturing, construction and engineering services sectors. His capital structuring skills extend beyond quantitative analysis into qualitative assessments and provide a differentiated aspect on risk and funding solutions. Darren has broad product experience across working capital, transactional, trade, financial markets hedging, asset finance and term bank and bond market funding.

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Maggie Orman

Accredited Adviser | Succession Plus

Maggie specialises in all areas of family law, wills, succession planning and criminal law, and has over 15 years’ legal experience. She graduated from the University of New England with a Bachelor of Laws in 2004. She obtained her Graduate Diploma of Legal Practice in 2004 and was admitted to Practice in the same year. She is also the President of the South West Slopes Law Society.

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Mark Pinhorn

Accredited Adviser | Succession Plus

Mark as a business strategist is a passionate problem-solver, analytical strategist, and people-centred, goal-oriented leader with verifiable success in mentoring clients and in translating clients’ needs and resources into revenue-generating solutions for challenges in business transitions, strategic management and execution, and sustainability. Mark has a verifiable track record of influencing business growth to a portfolio of SME clients through strategic business advice in all aspects of business development and operations covering growth challenges, legal/corporate governance, strategic planning, sales and marketing, finance, and human resources. As a growth catalyst, Mark employs strength in financial management, business analysis, planning and execution in creating opportunities and influencing sustainable business growth.

Bachelor of Business, Accounting, Taxation & Marketing | CA, Accounting & Taxation | Diploma of Financial Planning & Investment

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Sam Walters

Accredited Adviser | Succession Plus

Sam has several years’ experience in NSW accounting firms, also having obtained his Bachelor of Commerce, majoring in Financial Accounting, from the University of Newcastle in 2013. He focuses on selling Small and Medium Enterprises and helping them prepare for succession and exit. 

Over time, developed a flair for business planning, product refinement and Marketing & Sales pipeline development. The US-based National Association of Certified Valuators & Analysts (NACVA) named him a 40 Under 40 Honoree in 2015. He maintains a Certified Exit Planning Advisor designation and a Certificate IV in Business Broking.

Bachelor of Commerce (Financial Accounting) | Certified Exit Planning Advisor | Certificate IV in Business Brokin

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Queensland

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Brad Bulow

Accredited Adviser | Succession Plus

Brad is a business solutions provider. His years of experience as an accountant has driven his passion to help businesses grow and adapt to new markets and increase their business value. As Partner of Sammut Bulow, Brad is a driving force in the expansion of its service delivery. An eye for opportunity, his entrepreneurial spirit has seen Sammut Bulow evolve from an accounting firm to a full-scale wealth creation provider. Brad and his team can help individuals and businesses at any stage of their life cycle achieve success. Brad has won the highly prized Ipswich Chamber of Commerce and Industry “Young Business Person of the Year” and “Business Person of the Year” awards.

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Jaynesh Gounder

Accredited Adviser | Succession Plus

Jay has held several partnership positions in accounting firms across Brisbane and with his entrepreneurial mind-set, he has founded many businesses in finance, mortgage broking and media industries with a portfolio of over 3,000 clients. Not only does Jay appreciate the challenges of operating and managing Agilis Accountants & Advisors, he also enjoys providing suitable advice to clients and seeing them succeed in their businesses and personal lives. Jay’s problem-solving approach consistently benefits his broad range of clients, including legal firms, medical practitioners, property developers, construction, retailers, primary producers, recruiters and high net worth families.

Bachelor of Business Administration, Accounting & Finance | CA Program, Accounting & Business/Management | Diploma of Financial Planning |

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Richard Munro

Accredited Adviser | Succession Plus

Richard aims to see clients succeed. He has owned and sold his own business along with assisting many other clients to grow and exit. His new venture, Alternate Strategies, is working along with Succession Plus to achieve similar results. Richard started his own Professional Services firm, grew it into a Partnership and then merged and eventually sold. He sought good advice and counsels clients to do the same. He has held Board roles in Government Education and Arts business entities who serviced a wide section of business with large employee and contractor teams. His own business grew to employ up to 30 people. Richard is a CPA qualified accountant and has held Financial Planning, Insurance and Finance certification. Richard’s focus is now on business leadership and mentorship to see people achieve their goals.

Bachelor of Business, Accounting & IT

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Scott Patterson

Accredited Adviser | Succession Plus

Scott Patterson has extensive business and professional experience, including over 20 years as a principal of a highly successful public accounting and financial planning firm. His passion is working with clients to improve the value of their businesses, and create a more certain future for them, their stakeholders and their families. Scott’s aim is to deliver strategic thinking, tailored advice and integrated solutions for family businesses, SMEs and agricultural enterprises.

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South Australia

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Bevan Roberts

Accredited Adviser | Succession Plus

Bevan was for a number of years at the forefront of a leading Business Sales Consultancy in Adelaide. He has owned his own Family Business and is an Accredited Family Business Australia Specialist Adviser. 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 provided him extensive experience across many sectors which he brings to Succession Plus.

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Tasmania

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Rob Cameron

Accredited Adviser | Succession Plus

Rob is an experienced business manager, strategist and coach. He provides business advisory services through Collins SBA to business clients throughout Tasmania on performance improvement, business owner work-life balance, turnaround of underperforming businesses and succession planning. Often initial client engagements turn into long term working relationships where Rob becomes a business owner’s trusted adviser or advisory board member. Rob has worked with many business owners to help them craft a business succession plan that works for their individual situation and has assisted on numerous business exits that have achieved great financial results and personal satisfaction for clients.

MBA (Executive), Business | Australian Institute of Company Directors

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Michael Denehey

Accredited Adviser | Succession Plus

Michael is a chartered accountant with over 30 years’ experience. Michael has been successful in providing proactive and strategic advice for business owners looking to extract maximum business value upon exit. Over the last 3 years, clients who we have been working with Michael on the strategy and execution of their plan, have on average achieved an increase of 37% in net profit. He also assists business owners by connecting them to other businesses or individuals who can help them with specific needs or projects. Michael is a big believer in collaboration and the benefits it can bring to all involved. His expertise includes business growth, succession planning, strategic planning, business coaching and accountability, employee engagement, world-class culture, and leadership.

Institute of Chartered Accountants Australia

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Victoria

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Philip Volk

Accredited Adviser

Philip has deep experience as a business owner and a business coach. This includes succession in his own businesses and walking through the succession journey with many other business owners. His very practical experience is evident in his approach to succession and business performance. Key to Philip’s approach, is working with business owners to understand what it is they want for the business and their own succession – this is far more than a transaction! Philip’s functional and leadership experience covers all of the key bases – strategy, people, finance, IT and operations. He has consulted across service and production businesses including overseas experience as a founder and owner of a Sri Lankan BPO and consulting through Australia, NZ and South East Asia. His experience is backed by academic qualifications, Executive Coaching course and short courses at Cambridge and Stanford Universities and Hong Kong Business School. Philip looks forward to partnering with you, to optimise your business performance and succession.

BA (econ), Grad Dip Mgt Sci, MBA, psc(N)

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Matt Dunstone

Accredited Adviser

As a business owner and adviser, Matt lives and breathes the joys and challenges of working with like-minded business owners. While his strengths are around financial strategy his passion and drive is to understand you and your dreams and work with you to put a great plan around them. Matt brings two strings to his bow as both a senior financial adviser at Horizons Wealth and experienced coach and facilitator with Praxis. His advice, management and coaching experience makes him a valuable resource for you and your team in transforming businesses. Matt’s approach is to help business owners implement strategies that ensure they meet their business and personal financial goals. His special areas of interest are staff engagement, marketing and social media and in the advice space, deep client engagement through Life Values Based Conversations, Estate Planning, SMSFs and demonstrating both the hard and soft value of advice. Matt’s experience is backed by academic qualifications and short courses at Cambridge, Stanford Universities and Hong Kong University Business School.

B.ed, Ad. Dip FS, Grad Cert Corp Mgt, SMSF Specialist Adviser

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Vicki Massey

Accredited Adviser

Vicki is an experienced business consultant, coach and mentor, having worked alongside over 100 financial advice and accounting firms. She is passionate about people and ensuring that they uncover their true potential and put in place plans to action and achieve their dreams and goals. Vicki is a qualified accountant and her speciality is driving real change in businesses from strategic succession planning, leadership and implementation.
Vicki has a Bachelor of Business (Accounting) and Diploma of Financial Planning and previously was in public practice (CPA) and owned an accounting and financial advice business.

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Western Australia

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Paul Baggetta

Accredited Adviser | Succession Plus

Paul Baggetta has been a Taxation Accountant for over 35 years (since 1981), a Financial Planner since 1998 and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading), and operated his own Real Estate business for property investment clients for over 5 years as a second business. Paul Baggetta’s experience and combination of skills is unique and effective.

Business Advisor, Tax Accountant & Financial Planner

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Llew Eynon

Accredited Adviser | Succession Plus

Llew is the Director of a very efficient and well-organised team of professionals. He is a Chartered Accountant with over 20 years’ experience and is also a CTA with The Tax Institute. His practice LG Accounting Solutions serves medium and small business owners by providing customers with the best tax and wealth creation advice. LGAS has grown by a compound rate of over 20% per year or 15 years. This bears testament to what they do for their customers.

Chartered Accountant (CA) | Certificate of Public Practice | Chartered Tax Adviser (CTA) | Registered Tax Agent

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Paul Mackell

Accredited Adviser | Succession Plus

Paul is a Fellow of the Institute of Chartered Accountants Australia and New Zealand. He established New Alldale in 1995 to provide Management Accounting and Information reporting services to clients in WA. His target market is small to medium sized businesses (SMEs) and not for profit organisations (NFPs) who are ready to go to the next level but require the structure and resources to enable growth to happen. Paul’s passion is helping businesses grow through the systemisation of their business processes and the integrity of their management information reporting.

Chartered Accountant | Management Consultant

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Natasha Lie

Accredited Adviser | Succession Plus

Natasha is a Chartered Accountant with a degree in Accounting and International Business. She provides business advisory services to clients across a range of industries, including Primary Production, IT, professional services, property development and retail. Natasha works with small-to-medium enterprises and high net worth individuals. She offers clients expertise in the areas of taxation, business strategy and planning, financial and management accounting and operational and profit improvement.

BBus, Accounting & International Business | SMSF Specialist Advisor | Chartered Accountants Australia & New Zealand

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Brian Woods

Accredited Adviser | Succession Plus

Brian is an FchFP Chartered Financial Practitioner, and FPA Accredited Financial Strategist with over 30 years’ industry experience. As a successful and established business Principal, he specialises in working with directors and senior staff of small and medium businesses. His aim is to help them develop and implement integrated and overarching strategies that ensure they meet their own business and personal financial goals. Brian is aiming to make a difference to clients’ business and financial success by offering great advice that is in their best interests.

DFS, Financial Services | ADFS, Financial Services | Fellow Chartered Financial Practitioner

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Steve Goddard

Accredited Adviser

Steve is a Chartered Accountant and spent 12 years as a Director of MGI Parkinson. He established Acuity Coaching and Consulting with Rob Bentley in 2006 and has been coaching and consulting to Small to Medium Enterprises (SMEs) since then, focusing on Strategic Planning, Structure, Culture and Succession Planning. In addition, Steve provides Leadership Coaching and Mindfulness Training to senior personnel and Managing Directors of those businesses. Steve is an accredited DISC Consultant and a fully qualified instructor for Mindfulness Based Stress Reduction (MBSR). Steve’s tax and structuring background together with 15 years’ experience helping SMEs grow and implement their succession plans has enabled him substantial practical and technical experience in succession planning and joining Succession Plus as an Accredited Adviser complements his skillset.

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New Zealand

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Peter Miller

Accredited Adviser | Succession Plus

Peter’s experience includes employee management, coaching and mentoring, reducing corporate overheads as a business expense analyst, budgeting, creating and maintaining relationships with client businesses. He previously held New Zealand responsibility for implementation and management of group insured employee benefits for Alexander Benefits Services, now part of AON NZ Financial Services. Based on his own experience and research, Peter launched his initial business ownership succession planning service in 2001, working with the ANZ bank in Auckland. He has subsequently developed business ownership exit and succession plans for hundreds of clients regardless of where they bank. No longer associated with any bank, he is ready to help you prepare your business exit strategy.

Business | Personal Financial Planning, Finance & Business

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