Succession Plus are specialists in providing proactive, focused and strategic advice for SME owners to manage strategic Business Succession and Exit Planning.
Choosing Succession Plus gives you a greater ability to identify, protect, maximise and extract the wealth contained in the business and related assets. You only get to leave your business once, so it pays to get it right.
Our knowledge of succession planning and unique Intellectual Property, means we’ve played a critical role in countless business sales, acting as an adviser to buy-side and sell-side clients.
During his 41 years as a financial adviser, Peter observed that most owners need help to exit their business on the best possible terms. After selling the largest part of his own consulting practice, which had 50 associates in New Zealand and Australia, he used his experience and research to develop an exit planning model to assist other business owners.
Shortly after he was invited to work with the ANZ Bank and has assisted many business owners throughout New Zealand with their exit plans. Now, in association with the internationally respected Succession Plus consultancy, he is ready to help you maximise your business success and ultimately leave on your terms when you are ready.
Steve helps business owners and leaders make clear decisions about their business and their relationships. He has a specific interest in helping business leaders create the environment where people thrive and the business prospers.
A business coach since 1999, Steve works with businesses to establish the vision, culture, strategies, and operating structures needed for success, along with the skills required to implement growth and change. A qualified mindfulness teacher, Steve is committed to helping business owners deal with the stresses of the modern commercial environment, and live lives of purpose, focus and well-being.
At Succession Plus, we believe that diligent guidance in the lead up to a business sale or handover means better outcomes for everyone involved. Maximise the sale value of your business, achieve a successful exit, and guarantee investment quality for the new owner. Find Out More Know the stakes and gain a clear plan for how to to maximise the value of your business now and in the long term. Find Out More Gain productivity and retention benefits by inviting employees to invest in your business. Find Out More
Succession Plus was created to empower business owners in making their biggest professional decision since starting their enterprise: stepping away from it.
While succession advice was traditionally sought from lawyers, non-specialist consultants and business brokers, we came to market to offer a streamlined, process-driven approach to business succession.
One of the results is the creation and refinement of our 21-step process for business succession and exit. Owners and stakeholders can follow a proven strategy, with tailored advice at each step, to maximise the value and ongoing financial security of the business.
Engaging Succession Plus is about ensuring that you don’t waste your years of hard work. We shine a light on what’s worth your energy and time to attend to, so you can make decisions based on what’s most important.
Commonly Asked Questions
What is Business Succession and Exit Planning?
Combining the business, financial and personal goals of business owners to design and implement a strategic exit.
What is Family business succession?
Family succession is slightly more complicated as many family members may also be employees and shareholders – thus wearing multiple “hats”.
How long does a good succession plan take?
Good planning takes years and you really cannot start too early “ Begin with the end in mind”
How do I know what my business is worth?
The only way to properly establish the value of your business is to get a proper valuation.
What are the key factors that add to (or detract from) value?
There are many factors that influence value – size, risk, scale, location, customers, marketing and people