Helping Your Clients Plan for Business Succession - Succession Plus

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Helping Your Clients Plan for Business Succession

Helping Your Clients Plan for Business Succession



We are arguably facing the largest transfer of wealth in history yet business owners are increasingly unprepared, leaving their exit too late and unplanned. This impacts not just their family’s security but also the future sustainability of the business as well as its customers and staff.

Successful succession takes time, planning and effort as well as an understanding of funding options.

Clients will turn to their accountant for advice on this critical issue and Succession Plus is pleased to collaborate with QuickFee in hosting a special Breakfast Seminar that provides an insight on the essential questions to ask and steps to take in preparing your client’s business for succession whether it be transitioning to staff or family ownership or selling the business.

Succession Plus CEO & Founder, Craig West, will also outline the latest research on this topic and how it impacts your business clients in obtaining maximum value and a successful exit.

To ensure the discussion is relevant to all participants, this event is restricted to partners of accounting and law firms with a maximum attendance of 30. RSVP is essential by Wednesday, 20th November to secure one of the limited spaces available.

Registration starts at 7:30 am.

Event Details

Date: 27 November, 2019

Phone: 1300 665 473