In the past, succession planning may have been the messy offering that you’d refer to a specialist colleague. With Succession Plus’ 21-Step Business Succession & Exit Planning Program, we’ve removed the complexity to make this a highly profitable offering to provide in-house, and a superb value-add for clients.
Backed by a decade of development and testing, we’ve created a step-by-step template, which simplifies the entire process, including how to charge for succession planning.
Our advisers help clients identify, protect, maximise and extract the value from their business. With Baby Boomers heading toward retirement age, an estimated $10-trillion will change hands in this new decade. We’re searching for accountants, financial planners, lawyers and business coaches who are ready to become Referral Partners, to assist clients with exit planning.
Success in succession
Founded in 2007 by Craig West, Succession Plus is the largest business succession and exit planning consultancy in Australia, with 26 Accredited Advisers nationally. Our mission is to assist mid-market business owners maximise the value of their business and achieve a successful exit.
Benefits of becoming a Referral Partner
Access to a turnkey exit planning revenue stream for your practice, using existing clients, as well as attracting new clients in need of assistance with succession planning.
Training via online webinars, as well as direct support and coaching provided by a Succession Plus state partner. Plus access to marketing support, including social media.
Why the 21-Step program works
An appropriate exit strategy or succession plan maps out and considers every aspect of a business. Considering these factors allows you to design the best approach to maximise the business’ value and achieve a successful exit.
Our proprietary 21-Step process allows you to look strategically at your client’s business and the marketplace in which it operates. The process also helps you to understand a client’s professional and personal goals to ensure your plan aligns with their objectives.
Using the 21-Step Program allows you to easily plan, in detail, everything from staged payments, to superannuation contributions and Capital Gains Tax concessions.
Who are we looking for?
- Financial Planners
- Business Coaches