Succession & Exit Planning with ESOPs that Work

Succession & Exit Planning with ESOPs That Work

Helping Australian business owners maximise value, retain key people, and transition on their terms.

Whether you need a business valuation, a tailored ownership plan, or a strategic exit plan, our advisers guide you through strategy, design, implementation and completion, so you can keep growing now and leave on your terms later. Succession Plus helps you design and implement Employee Ownership as a proven succession pathway.

Employee Share Ownership Plans

Turn your team into owners. Our clients enjoy above average growth, reduced risk, and improved retention and performance.

At Succession Plus, we design and implement ESOPs that build long-term value, reduce risk, improve performance, and create a pathway for ownership transition to suit your timing, on your terms.

The Exit Like a Boss Podcast

PREPARE FOR YOUR BIGGEST EVER BUSINESS DEAL

There is one guarantee you have as a business owner: one day you’re going to leave the business. The question is, will it be on your terms?

This free 21-day audio guide has been developed to give you the foundations to get the best outcome and maximum value when you eventually exit.

START THE 21-DAY EXIT CHALLENGE

Succession Plus strategies and guidance have helped 700+ business owners achieve a successful exit over the last 12 years.

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

Succession & Exit Planning with ESOPs That Work

Employee Share Ownership Plans

Turn your team into owners. Our clients enjoy above average growth, reduced risk, and improved retention and performance.

Frequently Asked Questions

What is an ESOP in Australia?

How does an ESOP help with succession and exit?

Is an ESOP right for my business?

How long does ESOP design and implementation take?

Will I lose control if I introduce an ESOP?

How are ESOPs taxed in Australia?

Why start with a business valuation?

What documentation and admin do we need?

Other Services

Business Valuation

Succession & Exit Planning

Mergers & Acquisitions

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

Identify Value

Protect Value

Maximise Value

Unlock Value

Manage Value

The Exit Like a Boss Podcast

PREPARE FOR YOUR BIGGEST EVER BUSINESS DEAL

Succession Plus strategies and guidance have helped 700+ business owners achieve a successful exit over the last 12 years.

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