Business Succession and Exit Planning means designing and implementing a plan that matches and supports the BUSINESS, FINANCIAL and PERSONAL goals of business owners.
Sadly, it is an important strategy that is often ignored, and that is why we are broadening our adviser network to be able to reach and assist clients in need of business succession and exit planning advice to add significant value to their business and achieve a successful outcome when they sell, retire or exit.
So join us online on 21st April from 4:00 pm to 5:30 pm as we welcome the newest addition to our team of accredited advisers, ATM Consultants, who are now ready to provide business succession and exit planning services to our growing number of clients throughout Victoria.
- Craig West – CEO & Founder, Succession Plus
- Stephen Jones – Managing Director, ATM Consultants