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.

New South Wales

Image of Maggie Orman

Maggie Orman

Owner | Orman Solicitors

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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Michelle Forrester

Principal Consultant | The Little General & Co.

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

Financial Strategic Insights | Better Financial Reporting & Forecasting and Peer Advisory

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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Mark Pinhorn

Owner & Principal | HYD Advisory - Harvest Your Dream

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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Darren McCoubrie

Director | Prudent Capital

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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Vic Dorsen

Director, Business Coach, Mentor and Consultant | The Collaborative Group

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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