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Specialist advice to identify, protect, maximise and unlock value in your business. As a NSW Waratahs member, you are entitled to a 10% discount.


Succession Plus helps business owners in four main ways:

Business Valuations

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

Employee Share Plans

Increase productivity, employee engagement and retention rates.

Mergers & Acquisitions

Get documentation and systems in place to prepare your business for sale at maximum value, without the stress.

Succession and Exit Planning

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


Who are Succession Plus?

Succession Plus offers specialist strategic advisory services to SME owners. Our 5-stage process has helped over 700 business owners maximise the value of their business and achieve a successful exit. For more than a decade we’ve partnered with advisers across the Asia-Pacific region to provide proactive, focused and strategic advice.

Even if you’re a long way off leaving the business, Succession Planning is all about ensuring strong foundations that build a golden legacy for the business and your personal wealth. We’ll show you how to get there, no matter how far along the journey you are.

Interested in how we can help?

Book an obligation-free 30 minute appointment with
a Succession Plus adviser.