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due diligence 4 min read

Nov 28, 2021 | Succession and Exit

5 Ways to Prepare for Due Diligence

“You will find out things about your business that even you didn’t know.” From experience, the vast majority of business owners have only ever viewed...
esop blog 3 min read

Oct 12, 2021 | Blog

How do employees benefit from an Employee Share Ownership Plan (ESOP)

According to the ownership culture survey by Loren Rodgers in the United States which took a survey-based approach to measuring the psychology of ownership, understanding...
ESOPs - employee retention 3 min read

Oct 7, 2021 | Blog

Employee Share Ownership Plans (ESOPs) – An Employee Retention Strategy

According to Forbes magazine, Employee Share Ownership Plans (ESOPs) should be considered as the “first, not last, resort” in contemplating a retirement or succession...
due diligence 3 min read

Sep 29, 2021 | Blog

No Surprises – Taking the Sting Out of Due Diligence

If there is one thing that buyers of or investors in privately-owned businesses hate more than anything else, it is surprises (and I’m not talking the more...
Employee compensation and employee retention strategy - Succession Plus 2 min read

Sep 21, 2021 | Blog

Ownership Mindset: The business model explained

Ownership Mindset is a business model for businesses who wish to engage employees and create a ‘culture of accountability, purpose and profit’. The model...
ESS 2 min read

Sep 19, 2021 | Blog

Employee Share Schemes (ESS) Explained

Employee Share Schemes (ESS) are known by many names and can be surrounded in acronyms – Employee Share Ownership Plans (ESOP) are the...
one_day_this…family_succession-small 2 min read

Sep 6, 2021 | Blog

Family Business Succession: “One day, it will all be yours” but it won’t come easy

Probably the most dreaded phrase in family business succession planning; at worst a hollow promise to hand over the reins/give up control and...
His presentations are always informative 7 min read

Sep 1, 2021 | Blog

Craig West Responds to Recommendations From The Tax Treatment of Employee Share Schemes Report

Succession Plus CEO, Craig West, who recently completed a doctoral thesis on Using ESOPs for Business Succession in Australian SMEs, responds to...
Action – Reaction I 2 min read

Aug 25, 2021 | Blog

New Tax Treatment of Employee Share Schemes: Our First Impression

Earlier this week Jason Falinski MP Chair of the House of Representatives Inquiry into the tax treatment of Employee Share Schemes,...
Succession_Plus-26-1 4 min read

Aug 24, 2021 | Blog

Avoiding Distressful Devaluations – The “6 Ds” of Business Ownership

Most property investors would be somewhat familiar with the 3 Sacred Ds of Real Estate, which relates to three life events creating a “highly motivated vendor”...