Accredited Exit Planning Advisors - Solutions | Succession Plus

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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.

Queensland

Image of Scott Patterson

Scott Patterson

Director

Scott 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 utilises strategic thinking, tailored advice and integrated solutions to enable business owners the freedom of determining the time frame and method in which they exit from their business, often their most valuable asset. His expertise stretches across all areas of small to medium enterprises (SME), including agricultural enterprises.

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Image of Richard Munro

Richard Munro

Adviser

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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