I have worked with proprietors of owner-managed businesses in New Zealand for the last twenty-three years helping them create and implement successful business ownership exit and succession strategies.
During my 41 years as a financial adviser to proprietors of owner-managed businesses, I observed that most owners need help to exit their businesses on the best possible terms. Since selling the largest part of my own consulting practice, which had 50 associates in New Zealand and Australia, I have used my experience and research to develop an exit planning model to assist other business owners.
Shortly after I was invited to work with ANZ Bank and assisted many business owners throughout New Zealand with their exit plans. Now, in association with the internationally respected Succession Plus consultancy, I am ready to help you maximize your business success and ultimately leave on your terms.
Education and Certifications
BA, Dip Fin Plan, CFP, New Zealand Licensed Financial Services Provider (FSP 34121)
Skills and Expertise
An interesting and informative public speaker, group discussion facilitator, and seminar and webinar presenter, Peter has written several books on business ownership exit planning and has had articles published in various magazines.