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Planning for Success: How Not to Fall at the Final Hurdle

Planning for Success: How Not to Fall at the Final Hurdle


Understand the key value drivers in your business (tangible & intangible) and learn how to fund your succession & achieve a successful exit.

Starts at: 07:30 a.m.

Ends at: 09:00 a.m.

Location: Pinehill Function Room, Glenelg Golf Club, James Melrose Road, Novar Gardens, SA 5040



Many business owners will invest decades in building a successful business, but often fall at the final hurdle when it comes time to planning for a successful exit that will provide the financial rewards they put in to achieve.

‘Business Succession & Exit Planning’ is one of the most important yet most misunderstood financial strategies for any business owner. It relates directly to the ability of the business owner to extract the maximum amount of value from the business when it comes time to exit.

Understanding, and being able to articulate the key value drivers in a business – both tangible and intangible – along with ensuring you have adequate capital available to fund your plan, are critical when it comes to maximising business value and implementing a successful exit strategy.

This interactive seminar will explore the how, when and why of business valuation, succession & exit planning, including how to fund your plan.

Join Bevan Roberts, Partner at specialist business succession and exit planning consultancy Succession Plus, Michael Masterson, Managing Director – Australia & New Zealand at global intangible asset advisory and valuation firm EverEdge Global, and Danny Chung, Business Development Manager at Macquarie Group as they share insights, case studies and practical advice on how to:

– Understand what valuation methodology will be right for your business;
– Maximise the growth potential of all your assets;
– Identify the right buyer for your business or assets;
– Determine when the right time is to sell your business;
– Design and implement a successful succession and exit strategy; and
– Fund your succession.

Registration at 7:30 am for a 7:45 am start.

See you there!

Event Details

Date: 04 May, 2021

Phone: 1300 665 473

Email: info@successionplus.com.au