Get your business moving towards maximum value, minus the stress.

Identify, protect, maximise, and unlock value in your business at any stage through to sale or succession. Work with a specialist exit adviser to grow the value of your business with proven strategies suited to your business and goals.

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How can Succession Plus Accredited Advisers help?

Identify Value

Business Valuation

Know your business value and see how to grow it, step by step.

Protect & Maximise Value

Employee Share Plans

Increase productivity, employee engagement and retention rates.

Unlock Value

Mergers & Acquisitions

Prepare your business with maximum leverage for negotiation.

Manage Value

Succession and Exit Planning

You only get to leave your business once, so it pays to get it right.

Specialist advice for enterprising SME owners.

Succession Plus provides proactive, strategic advice on maximising business value in preparation for an eventual owner exit. Our Accredited Advisers help business owners and executives to improve productivity and profitability through the framework of planning for an ownership transition.

Our succession planning services guide owners through five key stages in preparing to move away from the business.

1 Identifying Value Get a business valuation and identify any unmanaged risk that is lowering that figure.

2 Protecting Value Tax and risk planning, will, insurance and governing documentation all complete.

3 Maximising Value Adjusting and systematising the business model, getting ready for an ESS, sale or succession.

4 Unlocking Value Creating the most value at the time of transition, inc. small business CGT concessions.

5 Managing Value Ensuring assets are protected and value is invested to fund retirement post-sale or exit.

If you are looking to build your business and exit, maximising value and ensuring the business continues successfully, then this 21-step guide should be your bible. It is a simple and practical process to work through to ensure you are able to “begin with the end in mind”. Follow the steps outlined by exit planning Guru, Craig West, and you are far more likely to exit successfully.

Mark Bouris AM
Entrepreneur, Innovator, Author, and Academic

If you want to build a business you can sell for maximum value, Craig West is the best in the field. Whether it's through his books, courses or advisory programs, if you can get in front of him, do it.

Jack Delosa
Executive Director - The Entourage and MBE Education

I am happy to recommend Succession Plus as a company that recognises the value in business potential and is prepared to shoot for it.

Rodney Hyman
RHAS

Have seen & recommend Succession Plus’s Employee engagement seminar.

Michael Pascoe
Financial Journalist - Sydney Morning Herald