Our Partners

Emily is a Senior Associate with Snedden Hall & Gallop Lawyers in Canberra. She works with businesses to manage the legal issues that occur at every stage of their lifecycle. She focuses on achieving practical and positive outcomes whilst assisting small to medium businesses to protect themselves against legal risks. As a Succession Plus Partner, Emily can guide you through the succession planning process and the best solution tailored for your business needs. As an experienced business lawyer, Emily can also assist you in creating the essential documentation, protections and structures that may be required to enhance your business prior to ownership transition.

Evan is CEPA-certified(Exit Planning) Senior Financial Adviser, dedicated to helping business owners navigate the complex landscape of exit planning and wealth maximisation. As a trusted guide for numerous professionals and business owners, his expertise lies in helping owners increase their business value, to then produce a sustainable retirement income and a lasting legacy. He learned to blend exit strategy with business, personal, and financial goals of business owners. He’s honed his skills as a Senior Financial Adviser, using his financial planning skillset to assist businesses in addressing a slew of concerns ranging from accurate company valuation to strategic planning.  The unique combination of knowledge and experience allows him to deliver solutions for the business owner’s, at a business and personal wealth planning level.

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Venn Williams is a business adviser and strategist who has worked in the Accounting and Financial Services industry for over 30 years. Venn has extensive experience in managing, building and integrating financial services organisations having created and sold 3 Financial Planning firms over his career. Venn grew one of the first private banking fee base firms in Australia. He organically grew this national organisation to over $1 billion funds under management (FUM) until it was acquired in 2002 by a global financial services firm.

Over the past 15 years Venn was founder and CEO of a private client services Wealth Management for corporates, executives and high-income private clients. Due to his innovative work in this area he has spoken at a number of conferences in Australia and overseas. Venn also has experience as a Director and CEO of Licensed Securities Dealers and board member of an ASX Listed Financial Services Firm.

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Lachlan has over 25 years of experience leading ambitious growth and transformation agendas. He serves as a trusted advisor and 2iC to business owners, executive teams, and government agencies. His clients are most often SME organizations that are transitioning to the next level of growth or to the next stage of their lifecycle. Lachlan’s rich experience balances operational excellence, customer experience skills, and team leadership cultivated through hands-on business success and a professional Alpine sports management, teaching and coaching background.

His experience and knowledge with regards to achieving optimum business performance is broad and covers areas such as finance and operations management, team leadership / management, project management, compliance, continuous improvement and strategic planning, business improvement, team building, and more. He works directly alongside clients to transform companies from the inside out and to bridge the gap from where a business is now to where they want to go – including towards successful exits.

Lachlan’s grounding in sports leadership uniquely enable him to drive superior performance from teams amidst tumultuous change. In addition to his hands-on experience, Lachlan’s commitment to lifelong learning ensures that he’s equipped with the most current best practices. He most recently completed coursework with the Australian Institute of Company Directors in governance, risk and their impact on valuation.

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Saurabh Phanse specialises in exit planning, value acceleration, and M&A deals. With over 20 years of experience in professional services, he has successfully built and sold multiple businesses, demonstrating his expertise in scaling and transitioning companies. Saurabh began his career in the education consulting sector, growing a business from one Sydney office to six offshore locations before a successful exit. He later founded a finance company, which was acquired by a major firm, further solidifying his business acumen. Saurabh holds a Bachelor of Business in Accounting and has completed advanced certifications in leadership, project management, and finance, including the AICD’s flagship course. His diverse experience and dedication make him a trusted advisor and leader in the business community.

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David has over 30 years experience in many facets of the financial services industry, including product, distribution, training, and operations. He was the General Manager – Operations in licensee businesses, which included major transformation work as the market evolved. Since 2015, David has run his own consultancy. He helps people and businesses to get clear on their goals, set priorities and actions, and facilitate their progress and accountability.

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Matt joined Succession Plus in 2018 with 20 years’ experience in the professional services industry. Matt has a passion for Innovation, Commercialisation, Business Strategy, Growth and Strategic Exits as well as the development and implementation of Employee Share Ownership Plans (ESOPs). Matt is also the Owner and Principal of MJW Advisory, a tax, accounting & advisory firm based in Queensland that focuses on IP rich, high growth businesses that seek to implement strategies for scale via key personnel, technology, systems and capital leverage. Matt has a deep understanding of the Australian R&D Tax and Government Grants Regime and is an approved Export Grant Quality Incentive Program (QIP) Consultant under Austrade’s EMDG Program. Matt holds a Bachelor of Business (Accounting) and is a member of the Institute of Chartered Accountants Australia and New Zealand.

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Lloyd commenced his career in financial services in 2003 and is a financial adviser to some of Australia’s most successful individuals, families, and businesses. Lloyd holds a Master of Applied Finance and a Bachelor of Business (Majoring in Banking & Finance, and Funds Management), amongst numerous other specialist designations and accreditations. Lloyd is also a Founding Member of, and Accredited Specialist Adviser with SAPEPAA, the ‘Succession, Asset Protection, and Estate Planning Advisers Association’. Lloyd’s clients include multi-generational families and businesses around Australia, in addition to industry recognised advisers and commentators in the fields of Accounting, Law and Private Wealth Management. Lloyd holds Sophisticated and Professional Investor status and is an active Private Equity investor. From a business perspective, Lloyd has started and grown businesses in various fields that are associated with finance, including Financial Planning, Business Consulting, SMSF Accounting and Insurance Broking.

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Bevan has been for many years the CEO of Adelaide and South Australia’s best-known business sales consultancy and brings a wealth of experience to his role as a business adviser. Engaged in multiple discussions each week with business owners around the value, worth, saleability and readiness for sale of their businesses, he is a trusted advisor working with families and corporates as they wrestle with generational change. Seniority has provided him extensive experience across many sectors.

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Stephen is one of the founding partners of the Accounting Firm ATM Consultants and loves working with clients to help them achieve business success. His ability to see the bigger picture and think strategically makes him an invaluable asset to the clients he works with. Coupled with Stephen’s aptitude for strategic thinking is his excellent technical knowledge and understanding. This is further enhanced by his ability to explain key concepts simply, which Stephen sees as his real strength. With expertise in business succession, financial planning and estate planning, Stephen can help you maximise and extract the wealth in your business, enjoy it by funding your lifestyle and then transfer it effectively to the next generation.

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As a Value Creation & Succession Advisor at Paladin Partners for over 25 years, I specialise in assisting small to medium-sized Mortgage and Finance Broking businesses achieve their goals. Certified as a 𝐂𝐄𝐏𝐀™️ [Certified Exit Planning Advisor], I leverage tools like Succession Plus and Capitaliz to provide expert guidance on growth, succession, and exit planning. My areas of expertise include Business Strategy, Succession Planning, Mergers & Acquisitions, ESOPs, Process Improvement, Family Business Consulting, and Executive Mentoring. Through tailored programs like 10XPLUS, I empower high-performing brokers to achieve their desired work-life-money balance and business success.

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Llew is a Partner as well as Director at his Perth-based accounting firm LG Accounting Solutions, which he has been running for 20 years. He serves mostly medium-sized businesses by working with them to implement effective systems as well as solutions to cash flow problems. Llew values relationships because he has found that if you want to support a business and inspire it towards its next level of success, you have to build strong relationships with key people in that business.

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