Accredited Exit Planning Advisors - Solutions | Succession Plus

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New South Wales

Our Accredited Advisers and Accredited Firms 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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New South Wales

Image of Vic Dorsen

Vic Dorsen

Adviser

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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Image of David Wyndham

David Wyndham

Adviser

David believes that successful businesses follow the sporting adage that a champion team does not need to be full of a team of champions. During his long banking career David worked in senior executive director roles in businesses who aspired to become major players in local and or global markets. Those businesses needed to have the strategy, people and resources to achieve such goals. In each instance, David drove those areas to achieve market-leading success and profitability while allowing his Team Members to achieve their potential. David is a past Director of the Australia Israel Chamber of Commerce in New South Wales and oversaw the Chamber’s Events Committee. During his nine years as a director, David also acted as a mentor to the Chamber’s Young Business Forum members, working and advising entrepreneurs, lawyers, bankers and corporate executives. With qualifications and studies in commerce, accounting and management courses at the University of Melbourne, plus his proven track record, David is well placed and experienced to assist clients in strategy, productivity and profit improvement.

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Image of Peter Foster

Peter Foster

Adviser

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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Image of Andrew Cassin

Andrew Cassin

Partner, Mergers & Acquisitions

Andrew is educated with a Bachelor of Business. He 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. He is also the author of On Your Terms: 101 ways to prepare a business for sale or succession.

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