Our Partners and Partner Firms have been selected as industry experts from around the country – all have many years of business experience and practice in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.
They use our proprietary models, tools and templates to assist clients to maximise business value and achieve a successful exit. They are subject to our internal quality control models and come with our endorsement.
Australian Capital Territory
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.
New South Wales
Partner - NSW
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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GAICD (AICD), MBA - Marketing (UNE), GDipAppFin (FINSIA), GDipSportsMgt (UTS), BA (SYD)
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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Rob is an experienced business manager, strategist and coach. He provides business advisory services through Collins SBA to business clients throughout Tasmania on performance improvement, business owner work-life balance, turnaround of underperforming businesses and succession planning. Often initial client engagements turn into long term working relationships where Rob becomes a business owner’s trusted adviser or advisory board member. Rob has worked with many business owners to help them craft a business succession plan that works for their individual situation and has assisted on numerous business exits that have achieved great financial results and personal satisfaction for clients.
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MBA (Executive), Business | Australian Institute of Company Directors
Michael is an adviser at Collins SBA based in Hobart, where he specialises in providing proactive, focused and strategic advice to manage strategic business succession and exit planning for Australian business owners. Michael has assisted a lot of business owners to identify, protect, and maximise the value contained within their business and achieve their goals and objectives. Over the last 3 years, clients he has been working with on strategy and execution of their plan, have on average achieved an increase of 37% in net profit. Michael also assist business owners by connecting them to other businesses or individuals who can help them with specific needs or projects. He is a big believer in collaboration and the benefits it can bring to all involved. Michael’s expertise include: Business Growth, Succession Planning, Strategic Planning, Business Coaching & Accountability, Employee Engagement, World-Class Culture and Leadership.
Philip has deep experience as a business owner and a business coach. This includes succession in his own businesses and walking through the succession journey with many other business owners. His very practical experience is evident in his approach to succession and business performance. Key to Philip’s approach, is working with business owners to understand what it is they want for the business and their own succession – this is far more than a transaction! Philip’s functional and leadership experience covers all of the key bases – strategy, people, finance, IT and operations. He has consulted across service and production businesses including overseas experience as a founder and owner of a Sri Lankan BPO and consulting through Australia, NZ and South East Asia. His experience is backed by academic qualifications, Executive Coaching course and short courses at Cambridge and Stanford Universities and Hong Kong Business School. Philip looks forward to partnering with you, to optimise your business performance and succession.
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Vicki is an experienced business consultant, coach and mentor, having worked alongside over 100 financial advice and accounting firms. She is passionate about people and ensuring that they uncover their true potential and put in place plans to action and achieve their dreams and goals. Vicki is a qualified accountant and her speciality is driving real change in businesses from strategic and succession planning, leadership and implementation.
Vicki has a Bachelor of Business (Accounting) and Diploma of Financial Planning and previously was in public practice (CPA) and owned an accounting and financial advice business.
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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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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Chartered Accountant (CA) | Certificate of Public Practice | Chartered Tax Adviser (CTA) | Registered Tax Agent