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Succession Planning Intensive Livestream 2022


Find out how to make Business Succession and Exit Planning a profitable value add for your practice.

Starts at: 10:00 a.m.

Ends at: 05:00 p.m.

Location: Online



About this event

Craig West (CEO, Succession Plus), Grant Abbott (Director, LightYear Docs) and Michael Jeffriess (Director, I Love Accounting) have specifically designed this workshop to provide attendees with the tools, tips, and skillset to bounce back from COVID lockdowns and plan for the next phase.

All attendees will receive 6 CPD points. The full day schedule will include:

– Client case study to demonstrate our 21-Step Business Succession and Exit Planning Process

– The various exit options and how they work for different businesses

– How to use the Business Insights Reports to work with business owners on strategic advisory

– Tips and tricks to help clients understand the best way to build their business to attract a strategic buyer

– How employee equity incentive plans can be used to attract, motivate, retain & recruit key staff

– Key factors to help clients introduce a remuneration strategy to have employees thinking and acting like      business owners

– How to use a self-managed superfund (SMSF) as part of a succession plan

– How to use a self-managed superfund to protect, maximise, and manage wealth

Event Details

Date: February 04, 2022

Start time: 10:00 a.m.

End time: 05:00 p.m.

Venue: Online