Our Partners - Succession Plus

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Our Partners

Succession Plus has brought together a team of specialists that continuously develop and implement the best succession and exit planning strategies and options for every business owner throughout Australia.

 

Michael Vincent
B. Bus (Acct), MAppFin, CA

Michael Vincent is a Chartered Accountant and Strategic Business Adviser who has amassed a wealth of experience as both an External Business Consultant and Senior Executive of Corporate Australia assisting businesses small and large to maximize business value. Michael understands the challenges facing business owners as well as the unique role an adviser can play in navigating business owners through the process of identifying, protecting, planning, building and realising business value.

As a former Senior Investment Banker with a successful track record of having advised businesses on buy/sell transactions totaling close to $2 billion (and counting), Michael provides invaluable insight as a lead adviser and mentor on raising capital, acquiring for growth or realising the equity in your business.

Connect with Michael:

LinkedIn
Email

 

Scott Patterson
B.Bus (Acc), FCPA, GAICD

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 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.

Connect with Scott:

LinkedIn
Email

 

Don Poole
B.Bus, CPA

Don Poole started his career in 1974, starting at a suburban accounting practice. In 1980, he opened a small office in Mooloolaba on the Sunshine Coast. The business expanded rapidly and in 1983 and 2007, the firm moved premises to cater for its growth. Don’s personal business, The Poole Group, now has 7 partners, 38 technical and 10 support staff and handles Taxation, Accounting, Audit, Business Management, SMSF and Investment and Insurance Advisory Services.

Don has assisted countless business owners through a successful exit, with his client base representing a broad section of industry types and sizes. Furthermore, Don’s passion for exit planning has seen him become a Director, Chairman or Board Member of 23 companies situated between Melbourne and North Queensland.

Connect with Don:

LinkedIn
Email

As both a franchisor (who regularly refers franchisees) and a private client of Succession Plus, I can genuinely recommend their services. We recently involved Succession Plus in a process to help us with restructuring our ownership and management succession. The result has taken a lot of pressure on the business through de-risking and growth strategies.

Michael Davoren
Managing Director, RE/MAX Australia